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Billing and payments

Learn all about client billing and managing payments through Ignition.

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Using Ignition payments Collecting payments Managing pricing

Using Ignition payments

Review + Pay process vs Pre-approved payments

Take the hassle out of the money conversation with automated client payments that make it convenient to pay and get paid from the moment your client signs the proposal. No more chasing clients. Ignition Payments are flexible with the option to use pre-approved payments and a review and pay process. This article will dive into what each payment collection method looks like and highlight the differences.

How to temporarily waive your recurring fees

There are a number of reasons why you would want or need to waive recurring fees temporarily for your...

How to add Dext or Hubdoc email addresses for invoice receipts

Ignition allows for flexible customization with client email notifications. Invoices and payment receipts can be sent...

Utilize the flexibility of the Billing Schedule for client billing

The Billing Schedule found in your client’s file is where you can view and modify any future billing items. You can...

Collecting payments

How to collect overdue accounts receivable

Learn how to create a proposal that can help manage these collections!

Creating instalment plans in Ignition

You can easily create and offer instalment plans to your clients with Ignition. This can help increase close deals...

Debt recovery using Ignition

There are a ton of reasons why a client might not pay for their invoices. Sometimes, they simply forget to pay an...

Best practices for managing rejected payment methods in Ignition

Rejected payments can cause delays in cashflow and slowly add to your debtors if you don’t follow up, especially if...

How to get all of your clients in Ignition and collect payments

The first step is to import your clients into Ignition to allow you to send proposals in bulk. Please follow the...

Managing pricing

How to identify active services and increase their prices

If you ever need to increase your prices for specific services across your entire client base, there’s a simple method in Ignition to identify and access these services. In this article we’ll be reviewing how we use the Services Export CSV and the Agreed Service URL column to do this.

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