![]() ![]() In the flyout window, input your new routing and account numbers.Navigate to Settings > Billing and Services > Online Payments.Bank account associated with your Online Payments accountĬhanging the bank account that's connected to your Online Payments account.Once your Online Payments account is verified, you can update the following details in your account: What information can I change after my account has been verified? You can create a new Online Payments account directly within your SimplePractice account by navigating to Settings > Billing and Services > Online Payments. There isn't an option to connect an already existing Online Payments account with your SimplePractice account. SimplePractice accounts with multiple clinicians can share one Online Payments account, and each Online Payments account can only connect to one bank account for payouts.Ĭan I connect an already existing Online Payments account to SimplePractice? I'm part of a group practice, can we connect multiple Online Payments accounts to our SimplePractice account? If our payment processor is unable to verify your information, submit a help request so that we can assist you with your account verification. It's important to provide the exact information that the IRS has on file, including your name and SSN or EIN, to prevent a delay in receiving your payouts. When you create or update your Online Payments account, our payment processor attempts to verify the information you provided with what the IRS has on file for you. My Online Payments account can't be verified, what are my next steps? If your routing number doesn’t have 9 digits, submit a help request and we'll assist you with entering your bank details in your Online Payments account. My routing number does not have 9 digits, how can I add it? Note: See Processing Online Payments to learn more about how to use the Online Payments feature to charge client credit cards. What happens on a client's Billing page after a dispute is lost?. ![]() Where can I find information on payouts?.I tried to charge my client’s credit card, but I chose the wrong payment type.What will Online Payments charges look like for my clients?.What is the maximum amount I can charge?.Is there a report I can share with my accountant for tax purposes that includes my card processing fees from the previous year?. ![]()
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