When you click into a client in Practice Ignition, you will now see that there are two new tabs - the Billing Schedule and Invoices & Payments 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:
- Invoice on-demand
- Schedule items to be invoiced in the future
- See all future invoices (which are automatically raised by Practice Ignition)
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, as they require human confirmation on certain aspects like final price, quantity of hours, date...etc:
- On Completion
- 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.
Client Billing Schedule Guides:
- How to invoice a client
- The Billing Schedule Tab
- The Invoices & Payments Tab
- Your client list and filters