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How to split a payment between two cards?

Answered

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11 comments

  • Sara

    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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  • Michael Lent

    Thank you, Sara!

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  • Nevitta Mason, LPC

    How do we charge two different cards now that SP has changed the formatting?

     

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  • Katheryn Barton

    Yes, I second the above question!!! 

    Thanks!!

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  • Heidi Brouelette MA. LPC.

    How do we do a split payment using strip with the new invoice format?

     

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  • Lisa Llanas, MD

    Please answer this question! Need to split 1 payment between 2 credit cards and do not want to change the invoice amount as directed.

    -2
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  • Kristine Doten

    Yes.   I have the same question.  A client needs to split payment for an invoice between two different cards.  Please reply with specific instructions that I can pass along to them as the client desire's to pay (with a split payment) through the client portal.  Thank you.

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  • Jana Kreofsky

    Hi, did anyone ever figure this out? I have the same questions. Thank you.

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  • Sharon Damsker

    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.   

    https://support.simplepractice.com/hc/en-us/articles/8497757602957-Navigating-client-payments?fbclid=IwAR1TUwG0Si3cujSwHloXu74Pa56-jFOrA3iI-zqo0o1tius9bBZhNEHU5I8#addingpart

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  • Katheryn Barton

    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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  • Celine Paillot

    How can the split payment be shown on the invoice and superbill? The split was between an HSA and personal card and needs to reflect this split. Anyone have a solution? Thanks

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