Client Management & Invoice Management

Learn how to filter your client list, import clients and manage your client's billing schedule, payment methods, invoices and workflows!

20 articles in this collection
Written by Tom Maxwell, Nick Dainty, Ella Buan and 3 others

Managing Your Clients

Your Client List and Filters

Learn how to use billing filters to show clients under a specific proposal category or a specific billing category!

Written by Pat Kuo
Updated over a week ago

The Client Summary Tab

The Client Summary tab is where you can view and edit client details, and see a list of all proposals under a single client.

Written by Ella Buan
Updated over a week ago

Editing an Existing Client

How to make changes to a client record, once they are in Ignition

Written by Ella Buan
Updated over a week ago

Automatically import clients from your connected apps

How to import clients from Xero, QuickBooks or Xero Practice Manager (XPM)

Written by Tom Maxwell
Updated over a week ago

Import and edit your clients in bulk

Import and edit your clients in bulk by using our import/export CSV file. Learn more about what fields you can change!

Written by Pat Kuo
Updated over a week ago

Archiving clients and restoring archived clients

Learn how to archive and restore clients that you have previously added or worked with.

Written by Ella Buan
Updated over a week ago

How To On-board Individual Tax Return Clients

You can use Ignition to easily onboard your ITR clients ensuring smooth processing and guaranteed on-time payment.

Written by Brendan Allen
Updated over a week ago

Create A New Client Directly In Ignition

Follow these steps to create a brand new client directly in Ignition.

Written by Ella Buan
Updated over a week ago

The Billing Schedule tab

The Billing Schedule Tab

Learn about the new Billing Schedule and how to navigate this tab!

Written by Pat Kuo
Updated over a week ago

How to use Review + Pay to collect payment on your invoices

Learn how to capture payments through our new Review + Pay flow and online payment links - directly from Ignition invoice emails!

Written by Pat Kuo
Updated over a week ago

Editing a client's Billing Schedule

Learn how to make one off changes to your client's future bills while still retaining the benefits of automation!

Written by Pat Kuo
Updated over a week ago

The Invoices tab

The Invoices Tab

Learn about the new Billing Schedule and how to view a client's past invoices!

Written by Pat Kuo
Updated over a week ago

How to invoice a client

Learn how to invoice a client immediately, or schedule an invoice to be raised at a future date!

Written by Pat Kuo
Updated over a week ago

Client Services

The Services Tab

Learn how service statuses work (Active, Inactive) and how to end a service!

Written by Pat Kuo
Updated over a week ago

Ending services for a client in the Services tab

There are two ways to end services from New Proposals in a clients Services tab. Learn about the details in this article!

Written by Nick Dainty
Updated over a week ago

The Workflow tab (BETA)

The Workflow Tab

Learn how to view, edit, add and deploy workflow, straight from your client's Workflow tab!

Written by Pat Kuo
Updated over a week ago

Client Emails

Learn how to automatically send new invoice emails or payment receipt emails to your clients

Written by Nick Dainty
Updated over a week ago

How to remind clients about unsigned proposals?

Remind clients that about outstanding proposals that are waiting to be signed.

Written by Nick Dainty
Updated over a week ago

Proposal email was not delivered to the client (bounced emails)

What to do if your proposal email has "bounced" back from the receipient

Written by Nick Dainty
Updated over a week ago

Tips & Tutorials

"How to" videos for the new client billing schedule

Here are some practical how to videos when using the new client billing schedule to update and automate client billing

Written by Reid
Updated over a week ago