Ignition

Pat Kuo

Nick Dainty

Nicole Baptiste

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

Client Management & Invoice Management

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

Your Client List and Filters

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

The Client Summary Tab

Editing an Existing Client

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

Automatically import clients from your connected apps

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

Import and edit your clients in bulk

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

Archiving clients and restoring archived clients

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

How To On-board Individual Tax Return Clients

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

Create A New Client Directly In Ignition

Ella Buan

Managing Your Clients

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

The Billing Schedule Tab

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

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

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

Editing a client's Billing Schedule

The Billing Schedule tab

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

The Invoices Tab

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

How to invoice a client

The Invoices tab

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

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!

Ending services for a client in the Services tab

Client Services

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

The Workflow Tab

The Workflow tab (BETA)

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

Client Emails

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

How to remind clients about unsigned proposals?

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

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

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