The Billing Schedule Tab

Learn about the new Billing Schedule and how to navigate this tab!

Pat Kuo avatar
Written by Pat Kuo
Updated over a week ago

The Billing Schedule tab is where you can view the future billing of that specific client.

This is where you can perform actions like:

This tab is categorized into two sections - Billed Manually and Billed Automatically.

Let's take a look.

Billed Manually

In the Billed Manually section, you'll see a list of items you can select.

We call these individual items Billing Items.

These Billing Items in the Billed Manually section need to be actioned manually as they need your confirmation in regards to price, quantity or date before they can be issued as invoices.

Currently these billing types below will fall into the Billed Manually section:

  • On Completion

  • Estimate (hourly, price range)

Overdue Billing Items

You'll also now be able to see overdue Billing Items which remind you that they haven't yet been invoiced.

They'll be marked with the yellow Overdue badge and float to the top of the list.

You will also be able to filter for these overdue billing items via the overdue filter in the Clients page.

Please note: We are working on a notification system to notify Ignition users about overdue items in the future. Stay tuned!

If you need to edit a manual billing item, simply select the billing item(s) and click Actions → Edit.

Billed Automatically

The Billed Automatically section displays a list of boxes which contain a date, billing items and a subtotal attached.

We call these boxes Billing Groups.

Billing Groups are essentially a list of all the future invoices that Ignition will raise automatically on those specific dates.

Currently these billing types below will fall into the Billed Automatically section, as they do not need further confirmation to be created as an invoice:

  • Recurring (monthly and weekly)

  • On Acceptance - These will automatically be created as an invoice (and can be seen in the Invoices & Payments tab) once your client accepts the proposal

If you are using Ignition payments, then Ignition will collect payments for these invoices once they are raised according to your collection schedule.

If you need to edit an automatic billing group, simply click on the billing group and a slider will appear where you can make changes.

In some cases, the billing group may be split into more than one invoice. Click here to learn why this might be the case.

Now that you're accustomed to the Billing Schedule tab, we encourage you to read more about the Invoices & Payments Tab and also how to invoice a client in the new system!

Adding new payment methods

You'll be able to see the payment details on the right-hand side of the Summary and Billing Schedule tabs.

Click on + Add payment method to add your client's payment details if you have them on hand and you have permission or send a payment method notification to your client directly.

Remove a payment method

To remove a payment method, click Manage → the three dots to the right of payment method → Delete.

Client Billing Schedule Guides:

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