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, select Labs in the main navigation, then turn on the feature you'd like to try.
New Features
Proposal Label
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
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.
Payment Plans
Let clients pay invoices over time with smaller payments. You can offer a payment plan directly on one-off proposals billed on acceptance, see every plan in one place from Payments → Payment plans, and import partially paid invoices from Xero.
This feature is in a closed beta. Register interest in Labs and we will follow up if your practice is selected.
Reporting Limitations
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 section explains what to expect, where your numbers will look off, and how to get accurate figures while we work on the fix.
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, so certain totals won't match what's actually been collected until a payment plan completes.
What's affected
Where you'll notice it | What's happening |
Dashboard | Revenue and collection totals don't fully include partial payments. While a plan is in progress, these numbers may understate what's been collected. They reconcile once the plan completes. |
Service Revenue report | Figures don't tie out to payment plan installments while a plan is in progress. The report reconciles correctly once every installment has been collected. |
Invoice "Overdue" status | An invoice is marked overdue if it isn't completely paid by the due date. If your client is actively paying down an invoice on a plan, the invoice will still show as overdue. |
Collections page | Collections now lists each payment transaction, so every installment shows as it lands. Outstanding invoices have moved to the Invoices page. |
What you'll see in practice
Dashboard numbers that look lower than expected while clients are on active plans.
Service Revenue report rows that don't match the payments you've actually received during a plan.
Invoices that are being actively paid down showing as overdue.
Where to find accurate numbers in the meantime
Revenue and collection totals during a plan — use the Payments page or export your payment data. Payments are recorded accurately; only the rollups in the affected reports are out of date.
Payment plan progress on a specific invoice — open the invoice drawer. The Payment Plan section shows the schedule, what's been collected, and what's still due.
Overdue status — there's no workaround today. We'd ask that you treat the "overdue" label as inaccurate for any invoice on an active plan.
Why we're sharing this with you
Payment Plans is a Labs beta, 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.
What's coming
We're working on:
Updating the Dashboard and Service Revenue report to account for partial payments while a plan is in progress.
Updating overdue logic so invoices on an active payment plan are no longer flagged as overdue.
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.
Questions or feedback
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.
Retainer Balance and Retainer funding
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 one-time invoice, so the invoice draws from the available balance. Every change to a balance is recorded in the retainer activity log.
When this is enabled, you can choose Retainer billing on a one-time invoice and maintain a manually editable retainer balance from the client record.
US practices can also fund a retainer through Ignition. Select Add to balance on a client's retainer to create a funding invoice, and once your client pays it, Ignition credits the balance automatically.
Please note: This is an early version designed for lightweight retainer workflows. Retainer funding does not sync balances with your ledger or handle trust accounting, top-ups, or low-balance alerts. Learn more in the full article here.
Import QuickBooks Recurring Invoices
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.
Terms redlines (beta)
When a client's legal team wants changes to your engagement terms, you no longer have to revoke and rebuild the proposal. Turn on Client can suggest changes, and your client can mark up the terms in Microsoft Word using Track Changes and email the file back. Upload it into Ignition to review the tracked changes inline, then accept or reject each one before applying.
This is a beta feature, and we're keen to hear whether the export, upload, and accept/reject flow feels intuitive enough to rely on for legally reviewed deals.
Available to all practices.
Bulk app client mapping
If you have a connected app (Xero, QuickBooks Online, Karbon, XPM, CCH, or Financial Cents), you can now map your app clients to your Ignition clients in bulk from a single review, instead of linking them one at a time. Ignition auto-matches likely pairs with a confidence indicator, you review and apply, and any blank fields on your Ignition client are filled in from your app data when you confirm.
Available to practices with a connected app. (Early Access)
Note: This is in early access while we make sure bulk mapping is safe at scale. It's on track to become a standard feature for everyone soon.
Ignition Compliance (Early access)
Stay on top of your AML/KYC obligations without leaving Ignition. Compliance helps practices in Australia, the UK and New Zealand verify client identity and run due diligence before delivering in-scope services, keeping the work inside your existing engagement workflow and giving you a clear audit trail.
Ignition recommends which of your services may need client verification, lets you send verification requests inside a proposal or straight from a client record, and tracks every result in one Compliance workbench.
Available to practices in Australia, the UK and New Zealand on the Core, Pro, and Pro+ plans. There is no feature fee: you pay per check, and pricing depends on your region. See the full article for Australia, the UK or New Zealand.
To turn it on, select Labs in the main navigation and turn on Compliance. Then go to Settings → Compliance and enable it. Enabling Compliance will enforce multi-factor authentication on your practice.
Please note: This is an early version that we are still improving, so expect ongoing changes and the occasional rough edge. For the full walkthrough, see the full article.
Advanced roles and permissions (Early Access)
Give each team member access that matches their job. Alongside Administrator and Member, you can assign the new Sales, Billing and Viewer roles, and adjust what each role can do from Settings → Users. Pages and actions a user can't access stay visible but disabled, and revenue and cash-flow figures are hidden from users without access.
Available in Early Access. Learn more in the full article.
Create a proposal from a sentence (Beta)
Describe an engagement in plain English, the way you would to a colleague, and Ignition turns it into an editable proposal draft. You can also attach a transcript, email, engagement letter or scope of work for context. Ignition finds the client and template, matches services from your library, and applies the prices and billing you asked for.
Nothing is sent to your client. The draft opens in the proposal editor for you to review.
Note: This is a beta feature, so AI-generated results can contain mistakes. Always review services, prices and billing before sending. It creates new proposal drafts only, and doesn't edit or renew existing proposals.
WIP billing from your time tracking (Invite only)
Bring time entries from Karbon, Financial Cents, Practice CS or QuickBooks Time into Ignition's billing workflow. Ignition maps each entry to the client and agreed service, separates hourly work that's ready to bill from fixed-fee, internal or non-billable time, and lets you decide what to bill now, carry forward or adjust before you invoice.
This is invite only while it's tested with selected firms. To request access, select Register interest on the WIP card in Labs.












