What is AutoCollect?
AutoCollect is a suite of features that allows you to automatically request payment for invoices issued via your ledger, directly within Ignition. This streamlines your collection process and helps you get paid faster. To use AutoCollect effectively, you'll need to set up these key features.
Enable Ledger Invoice Import
First, connect your accounting software to import unpaid invoices:
Navigate to Apps → click into your ledger (Xero or QuickBooks)
Open Invoice Settings → toggle on Sync unpaid invoices → Save
Once enabled, Ignition will automatically import unpaid invoices from the last 90 days. These will appear in the Outstanding tab under Payments → Collections, typically within 1-2 hours.
Enable Automatic Payment Requests
To automate payment requests for imported invoices:
Go to Settings → General
Under Client Emails, check the box labeled "Unpaid invoices are imported from my accounting software"
Click Save
This setting allows Ignition to automatically send payment requests for your imported ledger invoices.
Note: You can also adjust this setting for each individual client via Clients → Edit Client → Email Preferences → Client Emails.
Managing Payment Requests
You can still manually manage payment requests from the Collections → Outstanding tab:
Bulk Requests: Select multiple invoices → click Request Payment.
Individual Requests: Click the 3 action dots beside an invoice → select Request Payment.
Schedule Payments: For clients with saved payment methods, select an invoice → click Schedule.
Client Experience
When a payment request is sent (automatically or manually), your client receives an email with:
A copy of their invoice
A secure link to Ignition's payment portal
Options to add or manage payment methods
Monitoring Collections
Monitor the status of all invoice payments in the Collections → Outstanding tab. Use filters to view:
Invoice status
Payment due dates
Source of invoices (Ignition or Ledger)
For detailed reporting on collections, check out the Collections article.