Join Key Accounts Team Manager, Jack Farrant, where we’ll be running through payments in detail, helping ensure you are confident and comfortable collecting payment from your clients using Ignition.
In this webinar, we will cover:
- How to enable payments on a proposal and what happens once a client signs
- How to manage payments on a client and practice level; cancelling, scheduling, retrying, and refunding payments
- How to collect payment outside of a proposal, through invoice payments, instant bills and payment requests
- How to auto-reconcile invoices in Xero and QuickBooks
- Technical details on the payouts process, payment fees, notifications and clearing times
- FAQs
Whether you are new to Ignition payments, or a seasoned user, this will be an in-depth, practical-based webinar you won’t want to miss! *Payments are only available in the UK.
Speaker
Jack Farrant
Manager, Key Accounts Team (EMEA) @ Ignition