Different Ways To Bill Your Clients- Aster Billing

Different Ways To Bill Your Clients

Aster Billing

Before you commence set up with Practice Ignition, you will need to understand the different ways you can bill your clients. 

There are the six billing types (four of which have optional additional functions) available in Practice Ignition, which can be split up into two categories:

Billing types for one-time services, annual services, or project work.

• On Acceptance
• On Completion (with the option to take a deposit)
• Estimate (with the option to quote an Hourly rate or a Price Range)

Billing Types for ongoing services.

• Monthly Recurring 
• Weekly Recurring
• Included Services (however this can also be used to describe one-time services).

Both monthly and weekly recurring also have the option to collect catch up payments using pro-rata, which is outlined in detail below. 

Let's break down each of these billing types:

Billing types for project work (one-time services)

If you provide one-time services for your clients, you have multiple options to your disposal in Practice Ignition 

On Acceptance

When should I use this billing type?There are two scenarios where you could use this billing type:

• If you'd like to collect payment for a one-time service before the work commences, use On Acceptance. 
• If you'd like to collect an initial retainer or a deposit for multiple services in a single proposal, you may want to set up a retainer/deposit service using the On Acceptance billing type. 

When will an invoice be generated?

If Xero or QuickBooks Online is integrated, Practice Ignition will create an invoice as soon as the client accepts the proposal. Note: Even if the start date is in the future, an On Acceptance service within a proposal will create an invoice as soon as the proposal is accepted, regardless of the start date being in the future.

When will payment be collected?If payments is enabled in your PI account, the once-off payment collection schedule