With the SimplePractice Client Portal mobile app, you can view and pay your invoices directly from your iPhone.
In this guide, we’ll cover:
Note: To use the app, you must have Client Portal access granted by a clinician. For more information, see Getting started with the SimplePractice Client Portal mobile app.
When logged in to the app, you'll see your total balance and any unpaid invoices under Billing. Unpaid invoices that you haven’t opened yet will be indicated by a blue dot.
Note: If you’d like to be notified when a new invoice is shared with you, you can turn on push notifications. To learn more, see Managing your push notifications.
To view a specific invoice:
- Select the invoice
- Select the dropdown arrow next to the invoice number to Share, Save, or Print it
- Tap Pay to make a payment
To view your paid invoices, tap View all next to Billing.
Adding your payment information
If your clinician offers online payments, you can enter your card details directly into the SimplePractice Client Portal app.
Note: If online payments aren't enabled, the app won’t let you add a card. To learn more about your payment options, please contact your clinician.
To add a payment method:
- Tap the three stacked lines in the top left
- Select Payment methods
- Tap + Add Card
- Enter your card details
- Tap Add Card
Note: The first card you add will automatically become your default payment method. When you add other cards, you can select Set as default to update your default payment method.
Important: Card details can’t be edited or removed from the Client Portal. Please contact your clinician directly for assistance with securely updating your payment information.
Once you add a card, you'll be able to pay your bills in the app. You can choose to pay your balance or pay a specific invoices in full.
Note: You'll only see the option to Pay Now if your clinician offers online payments.
To pay the balance:
- Under Billing, tap Pay Now
- Select an existing payment method or add a new card
- Tap Pay $(amount) to add a payment for the total balance amount
Important: If your payment is declined or you receive an error message, please contact your clinician directly.
To pay an invoice:
- Select the invoice
- Tap Pay
- Select Invoice # balance as the Payment amount
- Choose an existing payment method or + Add Card
- Tap Pay $(amount)
After the payment is added, the invoice will be marked as Paid and your total balance will be updated.
Note: If your access to pay via online payments is removed, any cards you previously added will remain visible in your profile. However, you won’t be able to add new cards. If you have questions about billing, please reach out to your clinician.