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..
Tag: Financials
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..