Sometimes, unexpected situations arise where you may need to make one-off changes to your client's future billing. Ignition makes this simple.
To make a one-time adjustment, go to the Billing Schedule tab and click on any billing item to edit it.
If you need to modify active services after a proposal has been accepted, head to the Services tab. You can now make direct edits to services and their associated billing from there.
Pause all future billing
To pause all future billing on an active service,
Click into your client's file → navigate to the Service tab
Click into the active service → click Edit
Switch the Billing mode from Automatic to Manual → click Save
Pause billing for the short-term
To pause billing on an active service for the short-term,
Click into your client's file → navigate to the Billing Schedule tab
Click into each upcoming billing item under Manual Billing →
Switch the Billing mode from Automatic to Manual → click Next → Confirm.
Ending a client's services
If you are no longer providing a service to a client, or wish to stop billing items being generated, you can end a service. Learn more in this article.