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#Access billing timer how to
#Access billing timer pdf

Send email with billing documents attached: With this option, the system will automatically email billing documents as PDF attachments to your client.

If you have a client who requires no billing documents at all, this is the option to select.

None: With this option selected, the system will rely on you to manually print, or email billing documents.

The options are None, Send email with billing documents attached, or Send email with link to Client Portal:.

Under Email Billing Notifications choose how you'd like billing notifications delivered to this specific client.

Indicate if you'd like to create a monthly statement and/or superbill for this client:.

Go to the client's file and click Edit under their name.

To get started, follow these instructions: If you wish, you can disable this feature directly from your client's Client Portal tab. Important: All billing documents created in your account will be accessible to your clients via the Client Portal regardless of the delivery method you select. Here you can determine the default billing settings for every new client you create: This creates a grace period between when a document is created and when it is sent, giving you time to review the document: Note: Automated superbills and statements are generated at midnight based on your practice's location and timezone.įor your clients who receive billing documents via email or through their Client Portal, you can choose to delay the delivery of these documents.

If you collect or enter client payments after the appointment, then you will want to select a date later in the month. We recommend choosing the 1st or 2nd day of the month if you collect payments and record them at the time of an appointment. Here you have the option to pick which day of the month you'd like statements and superbills to be created for your clients as long as you have billing automations set up: Note: Automated invoices are generated at midnight based on your practice's location and timezone.Īutomated Statement and Superbill Generation

If you bill monthly, then monthly invoice creation is the best option for your practice. If you collect payment at the time of the appointment, this is the best option to select. Most practices choose to have invoices automatically created at the end of the day. This section allows you to choose the appointment descriptions that will display on your invoices and when to create these invoices: at the end of the day, the end of the month, or manually: You can adjust this by clicking Edit > Client Info in their file.Īll of your account level billing automations can be found by going to Settings > Billing and Services. Note: If the email icon isn't working, it means the client has not given consent to receive emails or doesn't have an email address on file.

#Access billing timer how to

See the Client-specific billing automations section for instructions on how to adjust these settings. Click the More > Email icon at the top of the screen and your client will receive an email notification that they have a new billing document:ĭepending on the client’s billing settings, this notification can be an email with the document included as a PDF, or a link to sign in to the Client Portal to view the document. Note: Learn more about our different billing documents in this guide: What are invoices, statements, and superbills?Īfter a billing document is created, you can choose to manually send an email notification to your client if you have their email address on file. With these powerful, time-saving automations, you can also enroll individual clients in AutoPay to automatically collect fees. To save time, SimplePractice can automatically send new invoices, statements and superbills for you. Creating and sharing billing documents is a vital part of generating income for your practice.