Never miss a manual billing again with Practice Ignition’s Client Billing Schedule!
The latest product update from Practice Ignition allows for better visibility into your client billings!
The new Client Billing Schedule will help you provide an exceptional client experience by allowing you to see all future (and past) client billings, invoices and payments in one place – no matter which proposal they come from.
A client-centric view of billings and cash flow
With the new Client Billing Schedule section you’ll be able to see a complete record of future billings at the client level. You’ll no longer have to remember which proposal a service or billing was on. Now, all client billings for every proposal will be stored in one place. You can also easily navigate to any billing date to see the total list of items to be billed.
Similarly, to manage your payments, the Invoice & Payments view consolidates all invoices and payments for a client, no matter how many proposals they may be split across.
Never miss a manual billing again
For services that require confirmation before invoicing, such as ‘on completion’ services or estimates, the Manual Billing section within the Client Billing Schedule is the new place to finalize pricing and issue the invoice. You also have the ability to schedule invoices for a future date. So, if you’ve completed the work but need to hold off on invoicing, you can confirm the invoice amount and schedule it for later. Schedule in advance and we’ll handle the rest!
For those of you who are using hourly billing, we also have taken the opportunity to address your feedback. We’re excited to let you know you now have the ability to set a fractional quantity for prices (think 1.25 hours).
We’ve also implemented a brand new client-level filter for manual billings. Select this filter while on the client list to see all clients with manual billings that are overdue, due in the next week, month or within any time frame. If you use on completion or estimate payments, this will make it even easier to keep your finger on the pulse.