Payments

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Shawn James

• March 06, 2021 01:10

I do not use simple practice for my billing and to collect payments. When I look at my clients profile I see an accruing balance. This should not be, because I collect payments using a different app. How do I turn off this feature?

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  David Massey

  • March 08, 2021 17:55

  You can't turn off this feature.  As long as you're scheduling sessions it's going to automatically want to generate an invoice for the session.  You can turn off automatic invoicing, but it's still going to generate a balance under "uninvoiced".  If the balance bothers you the only work around would be to manually enter payments in simple practice. 

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  Ayelette

  • May 30, 2021 22:12

  Hi Shawn,

  If you manage your billing outside of SimplePractice, there are two options for updating the billing information in your SimplePractice account:

  1. Update your service code rates to $0 -- With this option, we still recommend daily automatic invoicing so that the system has a record that the client was charged $0 for each appointment, however client's balances will remain $0. To edit your service code rates, go to Settings > Billing and Services > Services. Note that rates updated here will apply only to appointments created after you make this update. To update the billing for past appointments, check out our resource on Appointment level billing changes.
  2. Keep a record of the client's payments within SimplePractice by entering them as Cash, Check, or Manual Credit Card, as David recommended. To learn more about entering client payments, feel free to check out this Help Center guide: Adding client payments. Note that client payment entries will impact your income-related reports.

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