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 Invoices tab is where you can view the past billing of that specific client.
This is where you can do things like:
- Re-create invoices in your connected ledger
- Schedule payment collection for past invoices
- Add new payment methods
- Manage rejected payments
- Viewing invoice history & breakdown
Let's take a look.
Re-creating invoices in your ledger
If you'd like to re-create the invoice in your ledger simply click into the specific invoice → click the three dots → Create in Xero/Quickbooks.
Schedule payment collection for past invoices
If you have a past invoice that you would like to collect on, simply click into the specific invoice → Schedule Payment button.
A pop up will appear providing you the option of collecting immediately or scheduling the collection to occur at a future date.
Once you are done, press the orange Collect button to confirm your action.
Adding new payment methods
You'll be able to see the payment details on the right hand side of the Invoices & Payments tab.
If you have your client's payment details on hand and you have permission to add it, click on Manage Payment Methods → Add a 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.
Managing Rejected Payments
If the system has determined that there was a rejected payment, it will display in your Payments → Collections → Rejected tab as well as displaying in the Invoices & Payments tab where the failed collection is highlighted in red.
You and your client will also receive an email notifying you of this and your client can then follow the steps to retry the failed payment themselves.
If a payment has failed on a particular invoice and you have communicated with your client that you will be trying again, you can click into the specific invoice and click Reschedule collection.
View full invoice history and breakdown
We can click into a specific invoice to see the full history and breakdown of the billing items, prices and the date in which it was invoiced.