Bill and get paid for all your work

The best way is to use a platform like Ignition, which automates billing, collects payments upfront, and ensures timely cash flow while reducing admin work.

Using Ignition, financial planners can create customized contracts and proposals that outline services, fees, and billing terms, ensuring clarity and compliance.

Upfront payment collection ensures cash flow stability, reduces the need for follow-ups, and establishes trust by setting clear expectations from the start.

Ignition automates billing by collecting payment details upfront in proposals and handling recurring and one-off payments, saving time and ensuring steady cash flow.

With Ignition’s Instant Bill feature, you can quickly invoice for out-of-scope services, ensuring you’re compensated for additional work.

An engagement letter should include the scope of services, fees, billing schedule, payment terms, and responsibilities to prevent misunderstandings.