Our product and development teams have been hard at work building and testing exciting new features behind the scenes.

Now, we’re opening the door so you can try them out early. With Labs, you can explore and enable beta features right from your account. This gives you access to what’s coming next in Ignition.

Welcome to Labs. Click the button below to get started. (You’ll need to be logged into your Ignition account to access it.)

To access the features in Labs, navigate to Settings → Labs → toggle on the feature you would like to try!

The Milestone Billing feature allows you to break a project into multiple billing stages, so you can invoice clients as work progresses. Instead of charging a single upfront or recurring fee, you can define specific milestones, each with its own amount and timing.

This gives you more flexibility and better alignment between payments and deliverables.

Get more control over your branding and language by customizing verbiage used on your client-facing content from Ignition. Instead of being locked into the term “proposal,” you can rename it to something that better fits your business, like engagement letter, contract, or agreement.

Guest Checkout gives your clients a simple way to pay without needing an Ignition payment link. Once enabled in Labs, you can share your Guest Checkout link from Settings → Payments or add it to your website so clients can pay an amount directly.

Let clients pay invoices over time with smaller payments. This feature is in a closed beta. Register interest in the Labs tab and we will follow up if your practice is selected.

You're using Payment Plans as part of our Labs early access program — thanks for helping us build it. As a Labs feature, Payment Plans is still in active development, and a few of our reporting surfaces don't yet fully account for partial payments. This article explains what to expect, where your numbers will look off, and how to get accurate figures while we work on the fix.

The headline: your payment data itself is correct. Every payment your clients make is recorded and processed normally. What's not yet updated is the rollup logic behind some reports — meaning certain totals won't match what's actually been collected until a payment plan completes.

Payment Plans is a Labs experiment, and we've intentionally kept it small while we work through the rough edges. Reporting on partial payments is the most prominent known limitation today, and we wanted you to have a clear picture going in so the numbers don't surprise you.

We're working on:

We'll let you know as these land. Timing isn't committed yet — Labs is where we work out exactly what you need before a wider release, and your feedback shapes the order we tackle them in.

If something doesn't match what's described here, or you'd like to share what's working and what isn't, reach out via the in-product help widget. Your feedback directly influences what we prioritize next.

Client NPS helps you measure client satisfaction using Net Promoter Score (NPS) feedback. Send quick feedback requests directly from a client record, view client sentiment at a glance, and track responses over time to identify loyal advocates, at-risk clients, and opportunities for growth. Learn more about this feature here.

Ignition MCP connects Ignition to AI assistants such as Claude using the Model Context Protocol. Once connected, you can ask a supported assistant to work with your Ignition data, such as proposals, clients, invoices, and revenue, based on the permissions you approve.

This is an early access Labs release for all Ignition customers.

Retainer Balance helps firms that collect client funds upfront and bill work against that balance over time. You can maintain a client retainer balance in Ignition and choose Retainer billing when creating a simple invoice, so the invoice draws from the available balance.

When this is enabled, you can choose Retainer billing on a simple invoice and maintain a manually editable retainer balance from the client record.

Please note: This is an early version is designed for lightweight retainer workflows. It does not sync balances with your ledger or handle trust accounting, top-ups, or low-balance alerts.

This feature helps QuickBooks firms move existing recurring billing into Ignition faster. You can import eligible QuickBooks recurring invoices directly as active additional services, without creating and sending a new proposal for each client.

This can be useful when you already have an agreement in place with long-standing clients and simply want to move recurring billing into Ignition. If you use this feature, remember to turn off the original recurring transaction in QuickBooks Online to avoid double billing your clients.

Change Orders gives you a way to update an accepted proposal when scope, services, or pricing changes. You can adjust existing services, add new services, or remove services, then send the change order to your client for approval.

This creates a clearer approval step for mid-engagement changes and helps keep your proposal record up to date, so both you and your client have a shared record of what changed.

Please note: This feature is in a closed beta. Register interest and our team will follow up if your practice is selected. Click here to register your interest.

Service Alias gives you more control over the service names your clients see, while keeping your internal service library and reporting organized. You can add a client-facing alias to a service in your library, or customize it on a per-proposal basis.

This helps your proposals, engagement letters, acceptance experience, and invoices use language that matches the work your client expects, without changing the service names you rely on internally.