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Prior Insurance and client balances from previous program



1 comment

  • Ayelette

    Hi Colleen,

    If a client has a pre-existing balance when you create a profile for them, we recommend creating a product invoice for them for the amount of that balance.

    To learn more, feel free to check out this Help Center guide: Initial Client Balance or Credit.

    If you would like additional guidance related to your account, please feel free to reach out to us by clicking the blue question mark icon > Get Help option on the lower right of your SimplePractice account and we'd be glad to work with you.

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