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Library of Services, Terms & Notifications
Library of Services, Terms & Notifications

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

Ella Buan avatarTom Maxwell avatarJeff Borlaza avatar
By Ella and 7 others8 authors24 articles

Service Templates


Creating services in Ignition
Billing Types: On Acceptance
Billing Types: On Completion
Billing Type: Estimates
Billing Type: Included Services
Writing Service Descriptions
Importing and Updating Services In Bulk Using a CSV File
Edit, Duplicate And Delete Services in Service Library
Using Service Terms To Dynamically Create Relevant Contracts
How to Create World-Class Services

Terms Templates (Letter of Engagement)


Create & customize your terms templates
Template editor and formatting
STP, TPAR & BAS Authority Templates
Individual Income Tax Return - Australia
Creating a Client Termination / Disengagement Letter
Financial or Reporting Period in Terms Templates
Archiving Terms Templates

Notification Email Templates


Customizing email and message templates
Adding a form to the proposal acceptance email
How to set up multiple "New Proposal" Email templates
Adding a Partner Signature To Your Templates

Creating, Editing & Adding Brochures


Brochure service FAQs
Brochure Display Issues
How do I make sure my brochure meets the upload file size limit?
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