How to split a payment between two cards?
Answered
Hello,
I have a situation in which a client's session is paid unevenly between two sources (80% from a charity providing a therapy 'scholarship' and 20% from the client themselves). In switching to SimplePractice, I cannot figure out how to use this system to continue this billing arrangement. Is there a method to split one service's bill unevenly between two sources?
Thank you!
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Hi Michael,
Yes, two different sources can pay for their amount of the invoice within SimplePractice to then mark the invoice as paid. In order to do this, you will need to add two different payments that fully cover the invoice. If both sources are paying for the services outside of SimplePractice, then you can add their payment into the client's account using either the cash, check, or manual credit card option. If you are charging credit card's through Stripe for this, then you can add in both credit card's to the client's profile and charge each one separately for the respective amount. Once both payments has been added, the invoice will be marked as paid.
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I just figured it out! When you hit Create Invoice & Add Payment, the balance will have the full amount of the payment, and next to it there is a box that you can edit. Edit that amount to what you want one person to pay. When you change that number, it will automatically change the box below it, which is the payment amount, as well and the summary, which has the invoice number/subtotal/total payment. The green bar will say “Charge $___” which will be the partial amount. DON’T click that yet. Go down to section 2, “Choose Payment Method”. Add both people’s cards. When you enter each card, it gives you the option to name the card. Name each card the name of the person who owns it so you don’t accidentally charge the wrong amount to the wrong person. Select the card of the person you want the first partial payment to be charged to. Then go up to the green “Charge $___” bar, and click it. It will charge that card the partial payment. Close out of the invoice payment page and when you click on the appointment again, it will still say “unpaid”, with the remaining balance listed. Click that, and it brings you back to the payment page. Go down to section 2, click “change card” and choose the second person who will be paying the remainder of the payment. Once that is selected, go back over to the green “Charge $___” bar, and click it. BOOM! ZERO BALANCE!! I wish these instructions were listed formally in the “how to” section. It took me forever to figure this out. I hope my directions were easy to understand, and you found them helpful. Have an awesome day!
Of course, after I read through several other peoples questions, one received an answer that linked to a recently created instruction page. It has pictures, and it’s easier to read than my instructions.
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Hello!!
Thanks for this description! it was very helpful:)
I also noticed, and let me know if I am doing something wrong or if you experienced this too. Once I made the payments and they went through, later it would show up as an "unallocated balance" in the client's section. The cards went through, and I got paid out on them. ....not sure what to do about that. What does that mean and is there an easy way to rectify this and document t appropriately?
Thoughts??
Thanks!!
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