Library of Services, Terms & Notifications

Learn how to create and manage your service templates, terms templates and email notification templates!

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26 articles in this collection
Written by Dane Thomas, Tom Maxwell, Jeff Borlaza and 6 others

Service Templates

Creating Services in Ignition

Learn how to create services that win more business

Written by Ella Buan
Updated over a week ago

Billing Types: On Acceptance

Bill and collect payments for project (one-time) services upfront using the On Acceptance billing type

Written by Ella Buan
Updated over a week ago

Billing Types: On Completion

Bill and collect payments for project (one-time) services once the work is complete using the On Completion billing type

Written by Ella Buan
Updated over a week ago

Billing Type: Estimates

Provide your client an estimate and bill once the work is complete using the Estimates billing type

Written by Ella Buan
Updated over a week ago

Billing Type: Included Services

Provide your client with a service at no cost using the Included billing type

Written by Ella Buan
Updated over a week ago

Writing Service Descriptions

Our recommended framework for the perfect service description.

Written by Ella Buan
Updated over a week ago

Importing and Updating Services In Bulk Using a CSV File

Use the service import if you have a large number of services to manage.

Written by Ella Buan
Updated over a week ago

Edit, Duplicate And Delete (Archive) Services in Service Library

Learn how to quickly manage your service library using the edit, duplicate, and archive functions.

Written by Jeff Borlaza
Updated over a week ago

Using Service Terms To Dynamically Create Relevant Contracts

If you have terms and conditions you only want to include in a contract when a specific service is included, use service terms.

Written by Lizzie Rutledge
Updated over a week ago

Terms Templates (Letter of Engagement)

Customize your engagement letter templates

Written by Ella Buan
Updated over a week ago

Template editor and formatting

Learn how to use our template editor for your terms templates!

Written by Ella Buan
Updated over a week ago

STP Templates

Here are some service, terms and email templates that you can use when you are creating STP Authority proposals!

Written by Pat Kuo
Updated over a week ago

Creating An STP Authority Declaration

Did you know that you can use Ignition to create and send your STP Authority Declarations? This article will show you how!

Written by Norman Ieng
Updated over a week ago

Individual Income Tax Return - Australia

Australian Income Tax Return (ITR) Resources

Written by Norman Ieng
Updated over a week ago

Have Clients Sign BAS Authority Declarations

If you (and your client) are required to sign declarations of authority to act and/or lodge, you can use Ignition to automate this!

Written by Tom Maxwell
Updated over a week ago

Creating a Client Termination / Disengagement Letter

Do you have a problem client? You can use Ignition to send a disengagement letter for your termination of service.

Written by Katelyn Zomar
Updated over a week ago

Financial or Reporting Period in Engagement Letters

Written by Jeff Borlaza
Updated over a week ago

Archiving Engagement Letter Templates

Written by Jeff Borlaza
Updated over a week ago

Notification Email Templates

Customising The Proposal Acceptance Message

Written by Jeff Borlaza
Updated over a week ago

How To Set Up Multiple "New Proposal" Email Messages

On the Professional or Scale plan, you can have as many new proposal email templates as you like. Learn about our recommended best practices

Written by Tom Maxwell
Updated over a week ago

Customizing Email And System Templates

Written by Ella Buan
Updated over a week ago

Adding a Partner Signature To Your Templates

Written by Ella Buan
Updated over a week ago

Formatting for Services, Service Terms and Notifications Templates

Learn how to use our template editor for your services, service terms and notifications templates!

Written by Pat Kuo
Updated over a week ago

Creating, Editing & Adding Brochures

Brochure service FAQs

Learn about the specialty brochure creation service that we provide!

Written by Ella Buan
Updated over a week ago

Brochure Display Issues

Resolve your brochure display issues by following the instructions here.

Written by Reid
Updated over a week ago

How do I make sure my brochure meets the upload file size limit?

Use an online tool to compress your PDF files to meet the 5MB file size limit.

Written by Dane Thomas
Updated over a week ago