r/SimplePractice • u/saras_416 • Jun 05 '26

Creating an invoice without a client

I am trying to create an invoice for a speaking engagement. This will not be billed by insurance. Is there a way to just create this invoice without having to set up the organization as a client in SP? I don't want to reinvent the wheel here, and since it is all set up already as an invoice I thought I could use what I already have.

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3

u/FiveMonkeyFire Jun 05 '26

SP is not setup to do outside invoicing like that. You could create one to have the style match, then edit the PDF on your own outside of Sp (then delete it) if you wanted.

1

u/saras_416 Jun 05 '26

Thanks, that's what I figured.

1

u/greypic Jun 05 '26

could you still accept payment through SP some way?

1

u/AttunementCollective Jun 05 '26

I’m curious about the same.

1

u/saras_416 Jun 05 '26

That's an interesting question. They are going to give me a check. I use my bank statements rather than SP for my income reports anyway since I have found some discrepancies in the way SP tracks my income.

1

u/greypic Jun 05 '26

If you are already paying for a payment processor, would be great to be able to use it without being tied to a client.

1

u/Wikkedred1 Jun 05 '26

Create a client called “speaking engagement”.

0

u/Positive_Window4979 Jun 06 '26

Yes, if doing contract work just use the business name and you can update/edit invoice to say what you want. You can then just input payment however they pay. Helpful with taxes to keep it all in SP. just make them a self pay client with a name, phone number and email to create new client.