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  1. SimplePractice Support
  2. Billing & payments
  3. Best practices and workflows for client billing

Best practices and workflows for client billing

  • Setting up automations for billing documents
  • Charging a client in advance
  • Reviewing a client's billing summary
  • Reviewing an appointment's billing history
  • Reviewing billing activity and transaction history
  • Best practices for time-of-session billing
  • Managing third party billing for a client
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