Choosing 'On Completion' when creating a proposal allows you to choose when and how much you want to bill for a particular service.
You can invoice once either manually or automatically.
If you enable 'Deposit' you can also split this payment into 2 payments, one upfront and one on completion (this function is for Classic Proposals only. See this article for creating a deposit using the New Proposal Editor)
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.
Deposits/Upfront Payments (Classic Proposals)
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.
Please note: This toggle is for Classic Proposals only. See this article for creating a deposit using the New Proposal Editor)
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 QuickBooks, click the invoice number to see the invoice that has been generated by 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.