Ignition’s centralized client billing puts you in control. Easily access and take action on all your upcoming 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 billings across all clients in one consolidated view and choose to invoice instantly, or schedule for later.
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How to use the Billing hub
The new Billing page helps you manage upcoming and outstanding billing activity through two views:
Unbilled
Displays services that require manual billing, including:
Usage-based services that have reached billing thresholds
Fixed-price services configured for manual invoicing
Additional services awaiting invoicing
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:
Invoice Now
Schedule Invoice
Delete
Filters
Scheduled
Displays automatically generated upcoming invoices and billing items. You can view:
View projected billing for the current and upcoming months
See expected revenue from future invoices
Identify whether payments are enabled on upcoming invoices
Assess potential accounts receivable risk before invoices are sent
Editing Scheduled Invoices
Selecting a scheduled billing item opens the invoice editing drawer, where you can:
Change the invoice date
Update pricing
Move the invoice back to manual billing (which moves it to the Unbilled section)
Modify other invoice details as needed
How to instantly invoice a client
To invoice instantly for a single client in the Billing Hub,
Select the relevant billing item (or multiple items to consolidate on one invoice) and click Invoice now
Review the price and quantities of your billing items, making any changes as needed
Select a payment method to use → Next
Click Issue invoice
If you have an accounting ledger connected, then after creating the invoice you’ll be taken to the Send Invoice screen.
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.
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,
Select the relevant billing item (or multiple items to consolidate on one invoice) and click Schedule invoice
Review the price, quantities and select a specific future date that you'd like this to be invoiced on (top left-hand corner)
Select a payment method to use → Next
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,
Select the relevant billing item or multiple items → Delete.
Confirm you would like to delete the selected items → Delete.
Filters
To give you more control and granularity, use Filters to select additional attributes to filter by.
