When you click into a client in Practice Ignition, you will now see that there are two new tabs - the Billing Schedule and Invoices tab.
The Billing Schedule tab is where you can view the future billing of that specific client.
This is where you can do things like:
See all future billing items (which will turn into invoices automatically)
Depending on what you want to do, we've categorized this tab into two sections - Billed Manually and Billed Automatically.
Let's take a look.
In the Billed Manually section, you'll see a list of items you can select.
We call these individual items Billing Items.
These Billing Items in the Billed Manually section need to be actioned manually as they need your confirmation in regards to price, quantity or date before they can be issued as invoices.
Currently these billing types below will fall into the Billed Manually section:
Estimate (hourly, price range)
Overdue Billing Items
You'll also now be able to see overdue Billing Items which remind you that they haven't yet been invoiced.
They'll be marked with the yellow Overdue badge and float to the top of the list.
You will also be able to filter for these overdue billing items via the overdue filter in the Clients page.
Please note: We are working on a notification system to notify PI users about overdue items in the future. Stay tuned!
If you need to edit a manual billing item, simply select the billing item(s) and click Actions → Edit.
The Billed Automatically section displays a list of boxes which contain a date, billing items and a subtotal attached.
We call these boxes Billing Groups.
Billing Groups are essentially a list of all the future invoices that Practice Ignition will raise automatically on those specific dates.
Currently these billing types below will fall into the Billed Automatically section, as they do not need further confirmation to be created as an invoice:
Recurring (monthly and weekly)
On Acceptance - These will automatically be created as an invoice (and can be seen in the Invoices & Payments tab) once your client accepts the proposal
If you need to edit an automatic billing group, simply click on the billing group and a slider will appear where you can make changes.
In some cases, the billing group may be split into more than one invoice. Click here to learn why this might be the case.
Adding new payment methods
You'll be able to see the payment details on the right hand side of the Billing Schedule tab.
If you have your client's payment details on hand and you have permission to add it, click on Add New Payment Method.
You can also remove a payment method by clicking the three dots to the right of each payment method.
If you'd like your client to enter it in themselves, you can copy the Client Accessible Payment Details link and send it to them so they can enter their details in. When they do so, you'll receive an email notifying you of the change.