Multiple Invoice Templates

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Adam Reynolds

• February 21, 2021 17:13

If I am delivering two types of service: essentially, I do psychotherapy for private clients, and I also provide skills training for therapists, is there a way to change the information/look of the invoices for the two types of services (ie, changing the invoice template by 'location' -- if I'm using location to differentiate between therapy and training options)?

Thanks in advance for people's thoughts.

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  Gillian

  • February 22, 2021 22:01

  Hi Adam, I'd be happy to help. Currently, you can customize your invoices, but cannot have customizations for invoices based on the services listed on those invoices. If you'd like to keep these two businesses completely separate, you may want to consider having two separate SimplePractice accounts so each can be fully customized based on the services you're providing.

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  Lauren Meisels

  • March 03, 2021 19:19

  How do you have the client diagnosis appear on monthly invoices?  I don't submit to insurance my clients do that on their own and they need the dx for that purpost.

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  Ruth

  • April 06, 2021 20:24

  Hi Lauren, you'll want to create a Superbill instead. Superbills contain the client's diagnoses and they'll be able to submit the Superbill to their insurance payer to get reimbursed directly. To create a Superbill go to the client's file > Billing tab > New > Superbill. 

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