How to invoice a client immediately
First, navigate to the client you’d like to invoice and open up the Billing Schedule tab.
Then, follow the steps below!
- Select the relevant billing items within the Billed Manually section and press the Invoice button
- Review the price and quantities of your billing items, making any changes as needed
- Select a payment method to use
- Press Review Invoice
- After reviewing, press Confirm and Invoice to create the invoice
Sending the invoice
If you have an accounting ledger connected, then after creating the invoice you’ll be taken to the Send Invoice screen.
Note: If Invoice notifications have been disabled for the client you’re invoicing, then this step will be skipped for convenience.
Collecting payment when you send an invoice
You can collect online payments from invoice emails sent by Practice Ignition.
Clients simply click Pay Invoice to add a payment method and securely pay your invoice online. Payment details are stored securely for future use, and clients can even select to pay future invoices automatically using the details provided.
Note: This is only applicable if you have already setup Practice Ignition Payments.
Scheduling an invoice for the future
Alternatively, you can also schedule billing items to be invoiced at a later date!
This means that you will never forget to invoice a client again.
- Jump into a specific client → Billing Schedule tab
- Select some billing items in the Billed Manually section and click the Schedule button.
- Review the price, quantities and select a specific future date that you'd like this to be invoiced on (top right hand corner)
- Press Review Invoice when you are ready and then press Proceed and Invoice when you have finished reviewing.
When you are done, the billing items will move from the Billed Manually section down to the Billed Automatically section. Once that date arrives, Practice Ignition will automatically raise that invoice.
Please note that a billing item will only be consolidated into a billing group under these conditions:
- The billing items must derive from the same proposal
- The billing items must be billed with the same payment method
We now have the ability to specify fractional quantities when invoicing!
This is great if your practice needs flexibility when billing partial hours or billing a fraction of the daily rate for more accuracy.
In the example below, we simply need to use a decimal point and the system will calculate this automatically when the invoice is raised!
Discounts upon invoicing
We now have the ability to offer a discount at the time of invoicing should you choose or need to do this for a client!
In the invoice slider, simply add the dollar amount that you would like to discount in the Discounts field.
Why can't I see any billing items in the Billed Manually section?
Only Active proposals will generate billing items - which means if a proposal is Complete, any linked billing items will be removed in the Billing Schedule.
If you have Completed proposals and wish to invoice any On Completion or Estimated billing items, you will need to move them to an Active status in order to generate the billing items.
You can then complete the proposal immediately after.
Pro-tip: Use this proposal filter which displays a list of all proposals in all states which have unbilled items.
From this list, you can move any Completed proposals to Active, invoice all the items and then move the proposals back to a Completed status.
If you are experiencing any issues, reach out to our Support team at [email protected] and we can take a look for you!