Keeping track of your client statuses is essential in managing your practice.
It allows you to decide and take certain actions like reaching out, following up and thanking them for their good business.
The Clients tab will allow you to view each stage of your clients so that you can edit and update as necessary.
Client Status & Filters
Use the status filters in the Clients tab to easily apply useful, clean views of your client records.
All = Shows all of your clients in Ignition
Lead = Client has not accepted any proposals or billing items (i.e. you have not engaged with them with Ignition)
Active = Client has an active service or an active billing item on their record
Inactive = Previously had active services or billing items that are now finished and has no more active services or billing items at this point in time
Archived = Shows all the clients that you have archived (you can still manage and unarchive them if you wish)
Manual Billing
The Manual Billing section allows you to view all clients with outstanding manual billings (e.g. on completion or variable/estimate prices) that are due within certain timeframes.
Use these filters to determine which clients you need to invoice for.
We recommend ensuring that these billing filters are reviewed at least once a week to ensure your cashflow remains healthy.
If you would like to drill down and view a client's list of proposals, you can click into a specific client in the list. You will then be directed to the Summary tab for that client which contains a list of all their proposals.
More filters
To give you more control and granularity, use More Filters to select additional attributes to filter by. Or, create your own views according to what matters to you!
Filters include:
Payment method:
Awaiting verification
Expiring soon
Passing on card fees
Payment method request
Billing:
Billing due date
Billing mode
Billing state
Client:
Manager
Partner
Recent activity date
Status
Tag
Bulk Actions:
Action
Failed