Ignition

Learn how to use the billing hub, invoice a client immediately, or schedule an invoice for a future date!

The Billing Tab

Learn how to use our global search shortcut (CMD/CTRL + K) to find specific clients, proposals, services and invoices.

Global Search

Nicole Baptiste

Pat Kuo

Brendan Allen

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

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 onboard Individual Tax Return clients

Gives visibility and detail over any changes to client records with the Client Activity Log.

Client activity log

Managing Your Clients

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

The Billing Schedule Tab

Learn how to capture payments through the Review + Pay flow that provides an online payment link with 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 manually

Learn how to void and delete invoices in Ignition and how this affects your accounting software.

Void or Delete Invoices in Ignition

The Invoices tab

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

The Services Tab

Need to invoice & collect payment for ad hoc services or out-of-scope work? Create an instant bill in Ignition to be sent to your client!

Create an instant bill

There are two ways to end services. Learn about the details in this article!

Ending services for a client

Have a one-time service or extra work to bill? Create Invoice in Ignition makes it fast and easy to send your client an invoice and collect payment immediately.

Create a one-time invoice

Nick Dainty

Client Services

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

The Workflow Tab

The Workflow tab

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

Client Emails

Automatically remind clients that about outstanding proposals that are waiting to be signed.

Proposal reminders | 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)

Learn what public security tokens are, how they protect your information and how to receive a new link.

Public security tokens / This link has expired

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Find answers and get help from Intercom Support and Community Experts

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