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Client Management & Invoice Management
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!

Brendan Allen avatarTom Maxwell avatarElla Buan avatar
By Brendan and 6 others7 authors21 articles

Managing Your Clients


Your Client List and Filters
The Client Summary Tab
Editing an Existing Client
Automatically import clients from your connected apps
Import and edit your clients in bulk
Archiving clients and restoring archived clients
How To On-board Individual Tax Return Clients
Create A New Client Directly In Ignition

The Billing Schedule tab


The Billing Schedule Tab
How to use Review + Pay to collect payment on your invoices
Editing a client's Billing Schedule

The Invoices tab


The Invoices Tab
How to invoice a client

Client Services


The Services Tab
Create an instant bill
Ending services for a client in the Services tab

The Workflow tab (BETA)


The Workflow Tab

Client Emails


Client Emails
How to remind clients about unsigned proposals?
Proposal email was not delivered to the client (bounced emails)

Tips & Tutorials


"How to" videos for the new client billing schedule
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