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.

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 Manage → 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 the Payment step 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 MethodI'll add it myself 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.

Request payment details from your client

Send payment method requests directly to any client or multiple clients at once. Ignition will send a branded email that directs the client to a customer-branded portal to provide their payment details. You will then be able to use that payment method to collect for current and future active services.

To request payment method notification, in the Clients tab select the client → click + Add Payment Method in the Summary or Billing Schedule tab → click Request from client → customize the payment settings and message → click Preview to view a preview of the client email → click Send request to send the notification to the client.

To request payment methods in bulk, in the Clients tab select client(s) → click Request payment method → customize the payment settings and message → click Preview to view a preview of the client email → click Send request to send the notification to the selected client(s).

Note: Clients that are sent a request for payment details will receive 3 email reminders, with 3 days between each reminder. These reminders will stop automatically when the client provides new payment details.

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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