Simpatico Payments Received Reports Simpatico offers two reports that will show your company the payments you have received in a particular time period: the Payments Received report, and the Payments Received Detail report. Any payments logged on the Financials screen, the check-in screen, or in the Client Center will be reflected on these..
Tag: Billing
Simpatico Payments Applied Reports Simpatico offers two reports that will show your company information about the funds received that have been applied. The Payments Applied report is a summary report, and shows a high-level look at how much money was applied. All client payments in the requested date range are summed by Payment Method (check/cash/credit..
Billing for Clients The Simpatico billing process is simple once you’ve done it a few times, but here’s a guide to help until you’ve got the hang of things. Step 1 – Take a Payment Simpatico allows you to take client payments in 3 separate places: Appointment Calendar Check-In Window – Payment tab Client..
So, you’ve moved beyond just navigating through the calendar to see today’s schedule. You’re ready to get a bit more out of the app by tracking notes, scheduling tasks, and maybe even accepting a payment! From the calendar, tap on any client’s name on the schedule to open the Appointment Detail window. This window shows you..