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Tracking Client Payments with the New Billing Tab

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4 comments

  • Erin Miller

    We are having the same issue. Did you receive a response or have any advice on how to see clients payments?

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  • Jeannie Hughes

    I have not heard anything. I used to love Simple Practice but am not excited about all of the changes. I get emails daily from them advertising something but there is no response to this comment/concern/question.

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  • Alexandra Fox

    i want to do the same!  is there no payment. summary for each client?

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  • Ayelette

    Hi everyone,

    Client payments can be viewed by going to the client's Billing tab > clicking Billable Items > Transactions (or View All). If you need to edit or delete a payment, click Edit to the right of the relevant payment > click Delete Payment if needed.

    You can learn more about viewing client payments in this Help Center resource: Where can I find my client payments?

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