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Cash Payment

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5 comments

  • Alicia Grindstaff

    I found this in the Help Center.

    https://support.simplepractice.com/hc/en-us/articles/207624646-Adding-client-payments#editingand

    There is a section on deleting payments. Good luck!

     

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  • Samuel Riesterer

    The only way now (because classic view is gone) is to add a payment with a negative amount to offset the cash payment.

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  • Alicia Grindstaff

    I followed the steps from the help center, except had to choose “view all” on the billing page, then there was an option to edit the payment, and I was able to delete the cash payment. This was just yesterday. Only additional step is “view all”

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  • Samuel Riesterer

    Yes I see that now, it is under transactions!

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  • Ayelette

    Hi everyone,

    Alicia's and Samuel's guidance is exactly right. Client payments can be deleted by going to the client's Billing tab > clicking Billable Items > Transactions (or View All) > clicking Edit to the right of the relevant payment > clicking Delete Payment.

    As Alicia noted, you may reference this information in our Help Center here: Editing and deleting client payments.

    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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