If you are using the Xero Practice Manager integration with our New Proposal Editor, you will be able to define and assign billings at either a Client level or a Proposal level.
There will be impacts on the client billing schedule, invoices and how the invoices allocate to your specific job in XPM depending on what you choose.
This article will explain what you'll need to know when making this decision.
Table of Contents
Selecting your type of client billing
When you are in the Automation step of the New Proposal Editor, you'll be able to select what type of billing grouping you prefer - either by Client or by Proposal.
Similarly if you were to create a manual workflow in a client's Workflow tab, you can choose the billing grouping by clicking Edit under the Billings section and then nominating whether this workflow will be a Client or a Proposal billing grouping.
Client level billings
These are the impacts below if you nominate an XPM job to have billings grouped by Client:
ALL billing items and invoices generated under the client's billing schedule tab will be assigned to one specified XPM job.
This will occur even if you have multiple proposals for that client.
If you have multiple New Proposals under one client, the various billing items can be merged together as long as they have the same payment method and billing date.
This means that you have the option of sending your client one consolidated invoice, making it much cleaner for all parties.
Xero Invoices will be assigned a Practice Ignition client reference number in the Reference field (e.g. CLI-0001).
You can find this number in the global search bar after searching for a client.
XPM Job reference
When deploying a job from Practice Ignition, the XPM Client Order No. will be set to the Practice Ignition client reference (e.g. CLI-0001) which instructs Xero to assign and match the correct invoices to the XPM job.
Proposal level billings
By selecting proposal level billings, you are able to have multiple billing jobs per client that are categorized on a per proposal basis.
These are the impacts below if you nominate an XPM job to have billings grouped by Proposal:
Only the billing items and invoices generated by the specific proposal will be assigned to the specified XPM job.
If you have multiple New Proposals under one client, the various invoices CANNOT be merged together, even if they are on the same payment method and billing date.
This means that if your client has accepted multiple proposals, they will receive more than one invoice from you due the billings being grouped by proposal.
Please note: The reason multiple invoices will be issued is so that Xero can import each invoice to a corresponding job. Currently XPM can only allocate whole invoices to a job.
Xero Invoices will be assigned a Practice Ignition proposal reference number in the Reference field (e.g. PROP-0001).
You can find these proposal numbers in the Summary tab under a client record.
XPM Job reference
When deploying a job from Practice Ignition, the XPM Client Order No. will be set to the Practice Ignition proposal reference (e.g. PROP-0001) which instructs Xero to assign and match the correct invoices to the XPM job.
Updating the billing grouping
Once a proposal billing group has been set and a proposal is accepted, the only way to update the billing grouping is through a new proposal. Remember to end the existing services so your client doesn't get double charged!
In this case, you’ll need to update the Client Order No. in XPM to reflect the new billing reference for future invoices to allocate to the same job.
Using Custom Templates
If you are creating New Proposals from Custom Templates, we suggest building the workflow from scratch (i.e. build your Custom Templates so that there is no existing workflow's pre-built in the Automation step).
The reason for this is to ensure that you are deploying the correct billing groupings and to ensure that you will deploy the correct XPM job updated with the most recent changes.
If you are experiencing any issues with invoice allocation, please read this article for more information!