Track every payment you collect from clients through Ignition, from the day it's scheduled until it reaches your bank account.
See what's being collected now, when it's estimated to pay out, and what needs your attention. Use search and filters to find the details you need.
Note: The updated Collections page is rolling out to customers in phases. If you still see an Outstanding tab, read The Collections tab instead.
Interactive demo
Upcoming payouts
At the top of the page, you'll see three tiles: Next payout, Paying soon and Processing. Select one to see the payments estimated to reach your bank account on that date.
[Screenshot: The Collections tab, showing the payout tiles and the All tab]
Next payout | Your client's bank approved the payment, and it's estimated to reach your account by the date shown. |
Paying soon | The payment is in progress. See the Collecting and Collected statuses under Payment progress statuses. |
Processing | Collection has started, but your client's bank hasn't approved or rejected it yet. |
Note: If you check on a Friday or Saturday, the date shown is the next business day, because payments aren't processed on weekends. Public holidays can push this date out too.
Tabs
The Collections table is split into tabs by payment status:
All
Scheduled
Collecting
Failed
Paid
Refunds & disputes
US only: You'll also see an Awaiting verification tab. UK only: You'll also see an Awaiting confirmation tab.
Looking for unpaid invoices? You'll find them under Invoices → Unpaid. To see the ones with no payment attached, set the Has payment collection filter to No.
Scheduled
This tab shows payments that are scheduled but haven't started yet. You can still reschedule or cancel these payments.
Tip: The Payment progress bar on each row shows which step of the collection process a payment has reached. See Payment progress statuses.
Collecting
This tab shows payments currently being collected from your client. Bank payments can take a few business days to finish.
Reschedule or cancel a payment
Select ⋮ at the end of the payment's row.
Select Reschedule payment or Cancel payment.
[Screenshot: The row menu, showing Reschedule payment and Cancel payment]
The actions available depend on the payment's status.
When you reschedule, choose to collect the payment Now or on a Specific date. You can reschedule a payment that hasn't been collected yet, or one that failed or was canceled.
You can cancel a payment before collection starts. You'll be asked to confirm.
Note: If you use Xero or QuickBooks, canceling a payment means the invoice is no longer awaiting payment. You can collect payment manually, or set up payment collection again in Ignition. See collecting payments on invoices created in the past.
Failed
This tab shows payments your client's bank or card provider rejected. The Reason column explains why each one failed, such as insufficient funds or an expired card. If no reason is available, the column shows a dash.
To try again, select ⋮ → Reschedule payment.
[Screenshot: The Failed tab, with the Reason column]
Learn more about handling failed payments.
Paid
This tab shows payments that have been collected and are paying out or paid out. Refunds and disputes have their own tab, so they aren't included here.
[Screenshot: The Paid tab]
Refunds & disputes
This tab shows every payment with a refund or dispute, so you can follow each one until it's resolved. The most recently updated payments show first. See refund statuses and dispute statuses below.
Payment progress statuses
Select any payment in the list to see more details about it.
[Screenshot: The payment details panel]
Not started | The payment hasn't started because its collection date hasn't arrived yet. |
Not scheduled | The payment is manual and hasn't been scheduled yet. |
Collecting | Collection has started, but it hasn't been approved or rejected yet. |
Payment requested | The payment request and invoice were sent to your client. |
Collected | The bank approved the payment, and Ignition is transferring it to your account. |
Paying out | The money is on its way to your account and is estimated to arrive by the date shown. |
Paid out | The money is in your account. |
Collection failed | Ignition couldn't collect the money from your client. Check the invoice's activity log for details. |
Payout failed | Ignition couldn't deposit the money into your account. Check the payout details for more information. |
Accelerated bank account payouts
In the US, Australia and the UK, some Ignition accounts support accelerated bank account payouts. Ignition transfers your client's payment to your account before collection finishes, so the money may already be in your account while the status still shows Collecting or Collected.
This applies to bank account payments only. Card payments follow their own timeline. Learn more about payment processing times.
Refund statuses
These statuses show on the Refunds & disputes tab. Learn more about refunding client payments.
Refund requested | A user in your Ignition account requested a refund for this invoice. |
Refund approved | The refund was approved and is being returned to your client. |
Refund request declined | The refund request was declined. |
Refund started | Ignition is sending the money back to your client. |
Refunded | The money was returned to your client. |
Refund failed | Ignition couldn't process the refund. Please contact our support team. |
Dispute statuses
These statuses also show on the Refunds & disputes tab. Learn more about payment disputes.
Dispute open | Your client disputed the payment with their bank. |
Dispute won | You won the dispute, and the payment was returned to you. |
Dispute lost | You lost the dispute, and the payment was returned to your client. |
Verification statuses
Awaiting verification (US only)
Ignition emailed your client to verify their payment method. They have 10 days to do it.
Verification failed (US only)
The payment method couldn't be verified, possibly because the request timed out. To try again, delete the payment method and add it again.
Awaiting confirmation (UK only)
Ignition emailed your client to confirm the payment. They have 30 days to do it, or the payment fails.
Searching
Use the search bar to find specific payments. You can search by:
Client name
The last 4 digits of a bank account or card
Invoice numbers from Ignition, Xero, QuickBooks and MYOB
Filtering
Use filters to narrow the list. The filters available are:
Amount
Attempted on
Client
Client manager
Client partner
Client tags
Collect on
Est. payout
Invoice date
Last updated
Payment method
Payment progress
Status
[Screenshot: The Filters menu]
Exporting your collections
To export your collections data, select Export. Ignition emails you a CSV file with the payments you're viewing, including the failure reason for any failed payments.
Learn more about exporting payment collections data.