How can I notify clients of past due *statements*?

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Jonathan Schaefer

• November 30, 2021 17:36

Hi-

I use monthly billing, where SP automatically generates and emails statements to clients (not invoices). What is the best way to notify them of past due statements if they fail to pay? I have the "Email clients when an invoice is past due" box checked, but I don't email clients their invoices.

Could you clarify if there are options for this?

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  Sara

  • November 30, 2021 19:56

  Hi Jonathan,

  Since a statement is not a bill, there is no feature to remind a client that a statement is past due since it cannot be past due. A statement is used as a receipt in SimplePractice to show what has been paid by the client and how. If you would like to remind a client that their appointment(s) is unpaid, I recommend notifying the client either via Secure Message or sending them an invoice that says unpaid. Additionally, if you would like to resend a client their statement, you can open the statement and click the mail icon in the upper right hand corner.

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  Shandra Beaty

  • December 28, 2021 10:04

  Hello,

  I know you maybe busy with patients and treatment but as a billing service, I usually call each patient monthly when balances are owed. It’s an extra step but effective. I will also send statements or invoices by mail with a late notice to remind them to pay or collect payment over the phone.

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