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Billing Overview

The Billing module in Ascent provides comprehensive tools for managing invoices, recurring billing, payments, quotes, products, and contracts for your clients.

Billing Modules​

Invoices​

Create and manage client invoices for services rendered.

Learn more about Invoices →

Recurring​

Set up and manage recurring billing items that automatically generate invoices.

Learn more about Recurring →

Payments​

Track and record payments received from clients.

Learn more about Payments →

Quotes​

Create professional quotes and proposals for new work.

Learn more about Quotes →

Products​

Manage your product and service catalog with pricing.

Learn more about Products →

Contracts​

Create and manage service agreements and contracts with clients.

Learn more about Contracts →

Billing Workflow​

Quote → Contract → Work/Service → Time Entry → Invoice → Payment

Typical Flow​

  1. Quote - Propose work and pricing
  2. Contract - Formalize the agreement
  3. Service - Deliver the work
  4. Time/Items - Track billable items
  5. Invoice - Bill the client
  6. Payment - Receive payment

Integration with PSA​

Billing connects to:

  • Time Tracking - Bill for time entries
  • Tickets - Invoice per-ticket charges
  • Projects - Bill project milestones
  • Products - Add products to invoices

Payment Processing​

Ascent supports:

  • Manual payment recording
  • Online payment links
  • Payment gateway integration (coming soon)

Reporting​

Financial reports include:

  • Revenue by client
  • Outstanding invoices (A/R aging)
  • Payment history
  • MRR (Monthly Recurring Revenue)

Best Practices​

  1. Invoice promptly - Bill while work is fresh
  2. Use recurring - Automate regular charges
  3. Track payments - Keep records current
  4. Quote first - Get approval before work
  5. Use contracts - Formalize agreements