The Billing Tab

Learn how to use the billing hub, invoice a client immediately, or schedule an invoice for a future date!

Nicole Baptiste avatar
Written by Nicole Baptiste
Updated over a week ago

Ignition’s centralized client billing puts you in control. Easily access and take action on all your upcoming manual billings from the new billing hub to get paid faster and reclaim your cash flow.

Reclaim cash flow and stay in control of client billing with the new billing hub in Ignition. Access your upcoming manual billings across all clients in one consolidated view and choose to invoice instantly, or schedule for later.

Let's learn how to use the billing hub!


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How to use the Billing hub

The Billing Hub tab offers a comprehensive list view of all upcoming manual billings across clients. It empowers you to filter, schedule invoices, or instantly invoice, facilitating seamless management of your manual billing items.

Overdue Billing Items

Overdue manual billings will stand out with a red "Overdue" badge and appear at the top of the list for visibility on invoices that have yet to be billed.

Billing hub is made up of four core components:

  1. Invoice Now

  2. Schedule Invoice

  3. Delete

  4. More filters


How to instantly invoice a client

To invoice instantly for a single client in the Billing Hub,

  1. Select the relevant billing item (or multiple items to consolidate on one invoice) and click Invoice now

  2. Review the price and quantities of your billing items, making any changes as needed

  3. Select a payment method to use Next

  4. Click Issue invoice

  5. If you have an accounting ledger connected, then after creating the invoice you’ll be taken to the Send Invoice screen.

  6. On the Send Invoice screen, you can:

    • Set email recipients

    • Customize the email subject line

    • Add a personalized message to the invoice email

    • You can also enable online payments for the invoice, allowing clients to pay easily. To learn more, read this article.

  7. When ready, click Send Invoice. Alternatively, skip sending the notification email.


Scheduling an invoice for the future

To schedule an invoice for a future date in the Billing hub,

  1. Select the relevant billing item (or multiple items to consolidate on one invoice) and click Schedule invoice

  2. Review the price, quantities and select a specific future date that you'd like this to be invoiced on (top left-hand corner)

  3. Select a payment method to use → Next

  4. Click Schedule invoice


How to delete billing items

For manual billing items that don't need to be invoiced, you can delete billing items in Ignition. The bulk delete function lets you select and delete billing items from your entire client list.

Note: There is no undelete function. Deleting an invoice in Ignition won't affect invoices in your connected ledger.

To delete manual billing items in the Billing hub,

  1. Select the relevant billing item or multiple items → Delete.

  2. Confirm you would like to delete the selected items → Delete.


More filters

To give you more control and granularity, use ‘More Filters’ to select additional attributes to filter by.


Bulk actions

You can only bulk invoice (instant or scheduled) at a client level. Once a billing item is selected, all other clients will be greyed out.

Quick actions

Make quick actions directly from the Billing hub using the (⋮) button at the end of the table. The list of actions includes: Invoice now, Schedule Invoice & Delete.

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