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!

Tom Maxwell avatar Nick Dainty avatar Ella Buan avatar +3
21 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!
Pat Kuo avatar
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.
Ella Buan avatar
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
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Automatically import clients from your connected apps

How to import clients from Xero, QuickBooks Online or Xero Practice Manager (XPM)
Tom Maxwell avatar
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!
Pat Kuo avatar
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.
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Client Status & the Clients List [ARCHIVED]

What's the difference between a lead, active, inactive and archived client?
Ella Buan avatar
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.
Brendan Allen avatar
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.
Ella Buan avatar
Written by Ella Buan
Updated over a week ago