To access this click on Settings and then Payment Gateway, on the left-hand menu.

The first thing you'll see is a short 4 minute video explaining what Ignition Payments is and how it works. When you are ready, click on Next to head to the second page.

Here, you'll be able to enter in your Bank Account details that you'd like your payments to be deposited into.

The Client Statement Descriptor is what your clients will see on their credit card or bank account statements when they are charged using Ignition Payments. Please note it has a maximum of 16 characters.

Important note: If you are transacting in the UK, please note that the descriptor will automatically be set to 'IGNITIONPAY' which is what your clients will see on their statements. This currently cannot be customised.

Once you are ready, click Submit & Next.

A secure pop-up window will appear requesting verification details. If you do not see a pop-up window, you may need to enable pop-ups in your browser!

Here, you'll need to enter business and personal details for verification purposes.

Please ensure you fill out all the fields.

You also may be required to upload a form of government-issued ID to support the verification process as required by the Know Your Customer (KYC) financial regulations.

Please ensure the ID provided is within its expiration date and the image quality is clear and readable.

For those wishing to upload a driver's license, you will need to upload the front first and then the back in two separate files.

For more information regarding the upload format for this ID, refer to Stripe’s support article.

Once you are done, you will be brought to the Payment Settings.

Collection Schedule

The collection schedule defines how soon you'd like Ignition to collect payments after sending either a Once-off or Recurring invoice for Classic Proposals only.

Best practice: Immediately - to maximize healthy cashflow into your business.

Payment Policy

These three settings control what the default payment method is when a proposal is created. These settings can also be customized on a proposal-by-proposal basis.

You can choose how you want clients to be able to pay you and whether you want it to be a requirement that the client adds their payment details - ensuring you never have to chase a payment.

Best practice: Turn all of these ON


Enter the email address you'd like us to use to send any notifications around payment errors or rejected payments.

Best practice: Use a generic accounts@ or admin@ email. Alternatively, a Practice Manager or Director/CEO can be notified here.

And just like that you're set up to never need to chase payments again!

That's almost all the settings taken care of, let's keep going.

Setup 4: Branding, taxes & team members (3 mins)

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