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Collecting payments

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  • Sara

    Hi Michelle,

    I can definitely provide some clarify on the logic of this function within SimplePractice. When adding in a payment for a client, that payment is allocated to the oldest invoice that the payment amount can fully cover. Since that is the case, there is no way to add a payment for a specific date of service unless you add the payment within the invoice. If your invoices and payments are all lined up correctly, then the payment will be going to the correct date of service, however, the date selected for the payment does not automatically cause the payment to be used for a specific date of service. Additionally, sometimes clinicians will need to add in a credit amount for a client and the only way to do this is to add a payment when all dates of service are already paid for.

    We love feedback and ideas for ways to advance the platform, and we encourage you to add the idea of making this an optional message that appears when adding payments to our Ideas and Suggestions board.

    This board is one of our most important resources for understanding which features will have the most value for our community. Posting on our Ideas and Suggestions board means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. Other members can vote on your suggestion, and you can vote on their suggestions as well.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

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