Adding new payment details to client records
Learn how you or your client can add new payment details to Ignition.
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Payment details refer to any method of payment your client provides to you - either during the proposal process or through the other methods described below. Let's learn how to add payment details!

Payment methods section Overview

Here's an overview of the Payment methods interface.

Navigate to any client and the Payment methods section will show in the Summary tab and the Billing Schedule tab.

Clients can have more than one payment method on file - there is no limit on the number of payment accounts they can add!

Your clients can opt to use a different payment method for each proposal if they have multiple proposals with you.

Here's a look at a client that has multiple payments on file:

Expired Payment Details have a red badge. Expired payment details cannot be selected as a payment method and can only be deleted.

You can delete a payment detail by clicking Edit → three dots → Delete.

There are three ways to add new payment details to a client record:

  • Entering payment details on the proposal (by client)

  • Manually entering payment details on behalf of the client (by an Ignition admin or standard user)

  • Entering payment details through the Client Portal (by client)

Entering payment details on the proposal

Your clients will be able to enter their preferred payment method directly on the proposal you have sent them, just as if they were purchasing products on an e-commerce website. 

When you send a proposal with payments enabled, your clients will be prompted to enter their details on Step 3 of the proposal:

If payment is not required in the proposal, there would be an option to choose Arrange payment manually if your client decides to enter their payment details.

Manually entering payment details on behalf of a client

If you're happy to receive the client's payment information in person or over the phone, you can click Add Payment Method to enter your client's payment details.

Your clients can provide their Bank Account or Credit Card details. Choose which payment method you wish to use, enter the necessary details, and save. 

Note: We strongly advise against writing down the payment details or having the client send their details via email. This violates PCI Compliance. Entering it directly into the app as you're being told the details will ensure security of their details and ensure compliance. 

If you use this method to receive new payment details, make sure you set the new payment details on any billing items you wish to collect payments for.

Entering payment details through the Client Portal

Another way for your client to access the Payment Details interface is through the Client Portal.

The Client Portal is a feature that you can use if your client wishes to manage their payment details themselves. This is useful if your client needs to add additional payment details after they accepted your proposal.

US clients can also use their Online Banking accounts to verify their account. Check out this article to learn more.

To access the Client Portal, navigate to a specific client → + Add Payment Method → click Request from client → click View payment request link.

This will redirect you to a page dedicated for the Payment Details interface (as your client would see it).

You can copy a link to this secure Payment details form to send you your clients in your own email by clicking the Copy button and sending it through email or text message.

Once your client successfully enters in new payment details, you will be notified via email through the Ignition platform.

We'll notify the email address entered in the Notification Email field within the Settings → Payment Gateway tab. Click here for more information on this feature!

If you use this method to receive new payment details, make sure you set the new payment details on any billing items you wish to collect payments for.

Exporting Client Payment Details

Ignition's payments system, in partnership with our payments processor, provides best in class security measures to collect and store your clients' payment information.

Collecting and exporting payments information data into another system would put you at risk of not being PCI (Payment Card Industry) compliant.

As such, by not providing the ability to export payment records, we ensure your payment collections are compliant with payment industry standards.

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