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Billing Report for Cash and Stripe payments

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2 comments

  • Elizabeth Rathbun

    I wish there was this option too. Its so confusing, Stripe used to have any easy way to print and give receipts. SP has made this process impossible and now I have to make my own documents bc SP is never accurate.

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  • Ayelette

    Hi Kamaria and Elizabeth,

    To export a report of all your transactions that includes the type of transaction, e.g. Cash, Check, Manual Credit Card, or Stripe Credit Card, go to Billing > Export Transactions.

    To learn more, feel free to check out this Help Center guide: Exporting private practice billing data to Quickbooks or Excel.

    If any information on that report does not match your expectations, we'd be happy to review your account. Please reach out to us directly from your account by clicking the blue question mark > Get Help option on the lower right. For more details, feel free to check out this Help Center guide: Logging in to SimplePractice and submitting help requests.

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