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Invoice showing write off amount




  • Carmen Harris

    Yes, that would be helpful too. Sometimes the way it is written in the invoice looks like a credit or something and the the client thinks they are owed money back. I try to make a note in the notes section of the invoice but it is time-consuming to do for each client for various reasons you may have to add a note. The biggest one is when a claim comes back as denied and it puts the full charge into the client owes. 

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  • Ayelette

    Hi Cassandra and Carmen,

    You're correct that currently if you'd like a write off to appear on an invoice, you can add a note to the Notes field at the bottom.

    However, we're always evaluating which features will bring the most value to our customers. As part of this effort, we've created an Ideas & Suggestions Board where our customers can share the features that they'd like to see. When you post, vote, or comment on the ideas on this board, it means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.

    If you have a moment, I encourage you to vote or add your comment to the Add write-offs to invoices idea which has been added to this board. When you vote or comment on this post, you'll automatically receive our status updates on this feature.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

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