Once your clients are in FrontDesk (Import from SimplePractice), move your billing over in this order. Steps 1 to 3 can be done any time; steps 4 to 7 are for cutover day, when you stop billing in SimplePractice.
Before cutover
1. Connect Stripe
Settings → Billing → Payment methods: connect each location with Stripe and wait for Taking payments. See Set up payments. Card rates, your payout schedule and the statement descriptor clients see are on the Online payments card on the same tab.
2. Carry on your numbering
On the same tab, Superbills & numbering, for each location:
- Next invoice number from: your last SimplePractice invoice number plus one (for example 22354 after INV #22353).
- Next superbill number from: your last superbill number plus one.
- In-person place of service and Telehealth place of service: what prints on superbills (11 Office and 02 Telehealth unless you change them; 10 is telehealth in the client's home).
3. Check your filing info
Payments → ⋯ → Filing info shows the practice name and contact, NPI, Tax ID, the location's address and places of service. Fix anything marked Not set before your first superbill goes out. See Create and send superbills.
On cutover day
4. Bring balances over
- In SimplePractice, make sure every visit is invoiced. Its balance report leaves out services not yet invoiced.
- Export Analytics → Reports → Outstanding balances as CSV, with With Balance turned off under More so clients holding credit are included.
- In FrontDesk, Payments → ⋯ → Import balances from SimplePractice. Set the Cutover day, and leave Put each balance on an invoice ticked so nightly autopay collects them.
- Check the totals against SimplePractice, pick the client for any name shared by several, and import.
Each balance becomes one amount owed, dated the cutover day, and each credit becomes credit on account. Carried-over amounts aren't counted as production or collections in your reports. Each client is carried over once.
5. Enroll your AutoPay clients
Settings → Billing → AutoPay clients → Import AutoPay list: upload SimplePractice's list of clients on AutoPay, check the matches, and click Enroll. They show as Needs a card until they add one. See AutoPay clients and add-card links.
6. Ask for cards
On the same tab, Ask for cards → Everyone enrolled who needs a card, by Email and text. Each client gets a secure link to add their card in about a minute; saving it turns autopay on. Send again a few days later: anyone asked in the last 3 days, or who has added a card, is skipped. Watch the Card request column and the Needs a card count go down.
7. Turn on autopay and daily invoicing
Settings → Billing → Payment methods → Autopay & invoicing, for each location:
- Switch Autopay on and choose Nightly, for open invoices (the default).
- Switch Daily invoicing on.
Then turn AutoPay off in SimplePractice so no client is charged twice.
From then on
Each night between midnight and 6am, FrontDesk invoices every client's visits from the day before and charges clients with a card for their open invoices, including the balances you carried over. Declines are reported to you and the client, and retried the next night. See Card on file and autopay.
Day to day:
- Payments → Overview shows what is owed, what isn't invoiced or is missing a fee, and AutoPay clients still without a card.
- Payments → Appointments lists visits by date of service with the next step on each.
- Payments → Payment processing shows each card charge with FrontDesk's fee and the net, and your payouts.
See The Payments page.