Choosing 'On Completion' from the Billing Type when creating a proposal, allows you to choose when and how much you want to bill for a particular service. Used by itself, you can then invoice once, after you have completed the work. If you enable 'Deposit' you can also split this payment into 2 payments, one upfront and one on completion.
How Does Bill on Completion Work?
When adding a service to a proposal, select On Completion from the Billing Type drop down menu, then click the Save Service button and continue adding more services as necessary.
If you wish to split this into 2 payments - Upfront and On Completion, turn on the 'Include Deposit' toggle and select what percentage of the total, you want to be due on acceptance.
Once the proposal has been saved, you will see it split into two lines, one part in On Acceptance, one in On Completion.
Note: We do not show the percentage, because the 'On Completion' part of the payment is still editable and after acceptance you can still change this amount.
Client Acceptance Summary
On the Client Acceptance page, your client will see the same layout in the Schedule.
Invoicing the Client
When a client accepts a proposal that has an On Completion service, it will appear in the Billed Manually section of the clients Billing Schedule tab.
In order to invoice the client, you will need to:
Click into the specific client → Billing Schedule tab.
Select the relevant billing items within the Billed Manually section and press the Invoice button.
Review the price and quantities of your billing items and press Review Invoice.
Press Proceed and Invoice upon confirmation to raise the invoice!
Once you're done, the billing items will disappear from the Billed Manually section and appear as an invoice within the Invoices tab as we have just raised this invoice.
Remember: The Billed Manually section in your clients Billing Schedule tab contains all of your On Completion and Estimate services that need to be billed.
If you're using Xero or QBO, click the invoice number to see the invoice that has been generated by Practice Ignition in your accounting app.
Bill On Completion and Payments
If you have payments enabled, creating an invoice via bill on competition will automatically create an 'awaiting payment' invoice using your default terms for the due date. Eg. if your default invoice terms are set to immediately the bill on completion invoice will be raised and payment process will be triggered that day.