Automatically import and collect payments on unpaid invoices from Xero or QuickBooks, reducing manual follow-ups, managing debtors and improving cash flow. Learn more about how to import unpaid ledger invoices here.

You can request payment for unpaid invoices via the Collections → Outstanding tab. Payment requests can be sent individually or in bulk to multiple clients.

Bulk-invite clients to pay their outstanding invoices via Ignition’s secure payment portal. Send a payment request to one or multiple clients, regardless of whether they have a payment method on file in Ignition.

To bulk send payment requests, select the invoices by navigating to Collections → Outstanding tab → Select your invoices → Request Payment.

Select multiple outstanding invoices for a client, you'll see the number of selected invoices and the combined total amount.

Customize the payment settings and message → click Preview to view a preview of the client emails → click Send via email to notify the clients.

To send an individual payment request, click the 3 action dots on the right of the overdue invoice in the Outstanding tab → select Request Payment.

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If you have payment details stored for the client within Ignition, you can schedule the payment to be collected for the unpaid invoice. To schedule a payment, select the overdue invoice in the Outstanding tab → select Schedule.

Your client will receive an email with a copy of the invoice and a link to add a payment method. This link will direct them to the client portal, where they can add new payment methods and manage existing ones.
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Ignition only sees all invoices created in the Xero account. So if XPM creates the invoice in Xero and the invoice is marked as approved, Ignition will import it. The same applies if the invoice is created manually, bulk uploaded or created via some other system.

One thing to note is to make sure your XPM automation is updated to behave as expected, for example issuing invoices as “Approved” vs. “Approve and Send” at the same time.