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How do you enter self-pay write-offs so that the amount written off does not show up as an uninvoiced amount?

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4 comments

  • janelle oconnor

    I am having this issue as well.  There seems to be a glitch in the new billing system.  It is not registering any of my cc payments to the client's account.  All of the sessions appear to be unpaid.

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  • Amanda Goodrich

    I am having this issue as well. I would like a way to write-off an amount for a service for self pay clients who pay by cc that does not appear to be uninvoiced. please let me know if there is a way to do this. Thank you!

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  • Ayelette

    Hi all,

    Here's how you can enter a client write off:

    • On the client's Billing tab, click Edit to the right of the relevant appointment.
    • Confirm the billing Type is set to Self-Pay.
    • Enter the write off amount in the Write Off field.
    • Click Save.

    The amount entered in the Write Off field will not be charged or invoiced to the client. To learn more, feel free to check out this Help Center guide: Change the fee for individual appointments.

    Note that if a superbill has been created for the appointment, you will not be able to update the billing. You can delete the superbill by clicking Delete on the top right > edit the appointment's billing > recreate the superbill if needed.

    Finally, while there is not currently a way to enter a default write off for a client, 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 Default write off amount 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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  • Laurence Saul

    I'm also needing to do a writeoff for bad debt. There doesn't appear to be a way to do this for self pay patients? Has anyone come up with a workaround?

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