{"id":5509,"date":"2025-09-25T21:42:52","date_gmt":"2025-09-25T21:42:52","guid":{"rendered":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/re-request-5952462-simplepractice-how-would-you-rate-the-support\/"},"modified":"2025-09-25T21:42:52","modified_gmt":"2025-09-25T21:42:52","slug":"re-request-5952462-simplepractice-how-would-you-rate-the-support","status":"publish","type":"post","link":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/re-request-5952462-simplepractice-how-would-you-rate-the-support\/","title":{"rendered":"Re: Request #5952462: SimplePractice – How would you rate the support"},"content":{"rendered":"

Content-Type: text\/html;
\n\tcharset=utf-8<\/p>\n

None of what =
\nyou are saying is showing up. Is there a time that we can get on a phone =
\ncall you could do a remote and see what I=E2=80=99m seeing?<\/p>\n

\n
\n
\n
 <\/div>\n
__________________________________<\/div>\n
Roger =
\nPeters
Head Nerd, Nerd 4 Hire LLC<\/div>\n
 <\/span>(503) =
\n874-6316<\/span> office | <\/span>roger@nerd4hire.net<\/span> <\/span><\/div>\n
Nerd4Hire.net =
\n| NerdHosting.net<\/div>\n
Mailing: PO Box 85 , Molalla Oregon =
\n97002
Appointments: 118 Robbins St, Molalla Oregon 97038
=F0=9F=91=89<\/span>=
\n Click here to leave a Google =
\nreview<\/span><\/span><\/div>\n

__________________________________<\/p>\n<\/div>\n<\/div>\n<\/div>\n

<\/p>\n
On Sep 23, 2025, at 3:02=E2=80=AFP=
\nM, support@simplepractice.com wrote:<\/div>\n

<\/p>\n

\n
\n
##- Please type your =
\nreply above this line -##<\/div>\n

Hi Roger Peters,<\/p>\n

We’d love to hear what you think about our Customer Success =
\nTeam because we want to make sure we’re providing you with the best =
\nsupport and the right answers. Can you answer one simple question by =
\nclicking either link below?<\/p>\n

<\/div>\n
How would you rate the support you =
\nreceived? <\/span><\/div>\n

<\/span>=F0=9F=91=8D <\/span><\/span><\/span> <\/span><\/span>Good, I’m satisfied <\/span><\/span><\/span>=
\n<\/span>=F0=9F=91=8E <\/span><\/span><\/span> <\/span><\/span>Bad, I’m not satisfied <\/span><\/span><\/span>=<\/p>\n

Here’s a =
\nreminder of what your request was about:<\/p>\n

<\/div>\n
<\/p>\n
Teo M.<\/strong> <\/span>(SimplePractice Customer =
\nSuccess) <\/span><\/div>\n

Sep 17, =
\n2025, 1:59=E2=80=AFPM PDT <\/span><\/p>\n

Hello Roger,
 
I hope you’re doing well =
\ntoday. I’m Teo, a Billing & Payments Specialist here at =
\nSimplePractice and I understand that you would like to refund a client =
\npayment. I’d be happy to help you with this.
 
You can record =
\na refund for all transaction types, including online card, Cash, Check, =
\nor External card. To record these refunds:
 
Navigate =
\nto the <\/span>client=E2=80=99s =
\nBilling tab<\/strong>Use the <\/span>Transact=
\nions by client<\/strong> <\/span><\/strong>filter to locate =
\nthe paymentClick <\/span>View<\/strong> =
\n
<\/strong>
 <\/strong>
Click <\/span>Refund <\/span><\/strong>on the top right =
\nof the <\/span>Payment =
\ndetails <\/span><\/strong>pageEnter the <\/span>Refund Amount<\/strong>Please note that it isn=E2=80=99t possible to enter a refund =
\namount that=E2=80=99s larger than any individual =
\ntransaction 

 
Click <\/span>Refund<\/strong>Click <\/span>Confirm Refund<\/strong>For online card transactions, this will refund the client=E2=80=99s =
\ncard within 5-10 days 
Refunds will be =
\nrecorded as adjustments under the <\/span><\/strong>Billing<\/u> <\/span><\/strong>tab. For more =
\ninformation, see <\/span><\/strong>Refunding a =
\nclient<\/u><\/strong>.
 
 
Once you have =
\nrefunded the client payment for <\/span>$100<\/strong>, the =
\ninvoice where this payment was allocated in, will become unpaid. After =
\ndoing this you can then allocate the current invoiced credit to the =
\nnewly unpaid invoice. To do this:
 
Open the =
\ndropdown next to Add Payment <\/strong>in the client =
\nbilling summaryClick Allocate =
\ncredit<\/strong> 

 
This will automatically =
\ncheck the option to Apply available =
\ncredit<\/strong> 

 
Check that =
\nthe invoice you=E2=80=99d like to apply the credit =
\nto <\/strong>is selectedClick Allocate =
\ncredit<\/strong> 
With this, you will refund a client =
\npayment and allocate the fee adjustment credit to the unpaid invoice to =
\nmark it as paid again. After this, the balance will be <\/span>$0.<\/strong>
&nbsp=
\n;
For more information on this process, please review the following =
\nHelp Center guide:
 
Refunding a =
\nclient<\/strong> 
If you have any other questions =
\nabout this, please let me know and I’ll be happy to =
\nhelp.
 
All the best,<\/p>\n
\n

Teo M.<\/strong>
Product Specialist – =
\nBilling & Payments<\/strong><\/p>\n

Did you =
\nknow that you can get $200 by referring colleagues?<\/strong>
Earn a $200 =
\ncredit by referring your colleagues<\/p>\n

Curious =
\nabout our in-network managed insurance billing service?<\/strong>
Learn =
\nmore<\/p>\n<\/div>\n<\/div>\n

<\/div>\n
<\/div>\n

<\/p>\n

Roger =
\nPeters<\/strong><\/div>\n

Sep 17, 2025, 9:01=E2=80=AFAM PDT <\/span><\/p>\n

\n

I’ve tried several ways to record =
\nthe refund but cant seem to find were to do that. I can only see these =
\ntransactions from the client billing page listed as unallocated. I wrote =
\na check to the client but cant seem to record it on the account. how do =
\nI do =
\nthat?<\/p>\n<\/div>\n<\/div>\n

This email is a service from =
\nSimplePractice Customer Success. Delivered by <\/span>Zendesk<\/div>\n<\/div>\n

[WDJLM2-01DLP]<\/span><\/div>\n<\/div>\n

=<\/p>\n","protected":false},"excerpt":{"rendered":"

Content-Type: text\/html; charset=utf-8 None of what = you are saying is showing up. Is there a time that we can get on a phone = call you could do a remote and see what I=E2=80=99m seeing?   __________________________________ Roger = PetersHead Nerd, Nerd 4 Hire LLC  (503) = 874-6316 office | roger@nerd4hire.net  Nerd4Hire.net = | NerdHosting.net Mailing: PO […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-5509","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/wp-json\/wp\/v2\/posts\/5509","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/wp-json\/wp\/v2\/comments?post=5509"}],"version-history":[{"count":0,"href":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/wp-json\/wp\/v2\/posts\/5509\/revisions"}],"wp:attachment":[{"href":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/wp-json\/wp\/v2\/media?parent=5509"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/wp-json\/wp\/v2\/categories?post=5509"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nerd4hire.me\/Nerd4Hire_NextDesign\/wp-json\/wp\/v2\/tags?post=5509"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}