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Client has a credit that should not be there




  • Beverly Baptist

    Same question. 

    My client has a credit that should not be there how do I go about erasing it OR transfer it to a different client?

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  • Christi N. Nash

    Same question.  My client has a credit which is inaccurate. How do I erase it?

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  • Ayelette

    Hi Christi,

    Thank you for reaching out directly to our team. I see that my colleague John Paul has replied to your message requesting some additional information.


    Kristi and Beverly,

    We'd be happy to help with your client billing questions. Because these are specific to your account, I’ve created help requests on your behalf so that a member of our Success team can reach out to you for more information and to provide account-specific guidance.
    For future reference, the quickest way to get support for account-specific questions is to send us a help request by clicking the blue question mark > Get Help option on the lower right of your SimplePractice account. For more details, feel free to check out this Help Center guide: Logging in to SimplePractice and submitting help requests. You can also reach us on our Live Chat feature, offered Monday - Friday, 6am - 7pm PT with a few exceptions for company meetings (you can view the full Live Chat details here).
    Although we're periodically monitoring the Community Forum, this is also a place for customers to exchange ideas and engage with one another on how to best use our platform. We appreciate you acting as resources for each other in the meantime.
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