Sometimes, situations arise where you may need to make one off adjustments to your client's future billing.
This can easily be done in Ignition by clicking any billing item or billing group in the client's Billing Schedule tab!
To make adjustments to active services and their billing after a proposal has been accepted, you can now make edits to services in the Services tab.
Read through our detailed instructions below or watch this quick 3 min video:
Editing a Manual Billing Item
If you need to edit a billing item in the Billed Manually section, simply select the billing items you want to edit and click Actions → Edit.
A slider will appear, where you can edit various aspects of the item such as:
The due date (for reporting and accurate tracking of overdue invoices)
Billing mode
Price, quantity, discount and notes
Payment details
When you are done, click Review & confirm to save the changes.
Editing an Automatic Billing Item
If you want to edit a billing item/group in the Billed Automatically section, simply click on the billing group.
A slider will appear, where you can edit various aspects of the items such as:
The due date (for reporting and accurate tracking of overdue invoices)
Billing mode
Price, quantity, discount and notes
Payment details
When you are done, click Review & confirm to save the changes.
If you want to change the date or payment method of just one billing item, or move just one item to Billed Manually, you will need to:
Move the entire group to Billed Manually
Re-schedule the other billing items back to the originally scheduled date.
Make and confirm changes to the intended billing item
Client Billing Schedule Guides: