With Ignition’s new payment method requests, you can now easily send requests to clients to collect their payment details securely. Make it convenient for your clients to pay you and save time with billing, collection and reconciling payments.
Payment method requests can be sent 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.
This guide will walk through best practices and common scenarios for requesting payment details in Ignition!
Guide to migrating your client payments to Ignition in bulk
1) Identify clients to collect details from
Filter your client list by No Payment Method and any other necessary filters
2) Communicate the upcoming change to your billing process to clients
Export the filtered client list from Ignition
Send an email to the filtered client list: See the email template below
Review existing accounts receivable automation & invoice themes/templates: Remove any reactive payment links and update any messaging that references payments to avoid double billing.
3) Request payment method through Ignition
From your filtered client view, bulk select clients → select Request Payment Method
Follow the prompts to select the payment methods you want to accept
Toggle on/off Use new payment method for all future invoices.
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.
4) Enabling payment method for future billing
You’ll be notified by email when each client adds their payment details to Ignition. You can then enable them for future billing the payment method for all future billing in Ignition if you had toggled OFF "Use new payment method for all future invoices".
Disable collection in the legacy payment collection system, if applicable.
This will make it easy to move clients over to Ignition payments without missing any payments if your clients don’t add their payment method before the next billing period.