Your general settings hold the company details, proposal preferences, and client email settings that Ignition uses across your account. Set them up once here so everything Ignition sends carries the right information.
To open them, go to Settings → General.
Company info
Keep your company details accurate, since Ignition uses them on your proposals, invoices, and client emails.
Fill in:
Company name and Company email, which appear on your proposals and client emails.
Business address, City, State / region, and ZIP / Postcode.
Country, which sets your currency and date format.
Phone number.
Your tax identifier. Australian practices enter an Australian Business Number (ABN); other practices enter a Tax registration number.
Timezone.
Start of financial year, the first month of your financial year.
Select Save when you are done.
Proposals
Acceptance Email Notification is where Ignition sends a notification each time a client accepts a proposal. You can add more than one email address.
💡 Best practice: Add a generic accounts@ or admin@ email, practice manager or director/CEO depending on the size of your business.
PDF Page Size sets the page size Ignition uses for the PDF of a proposal.
💡 Best practice: A4 for ease of printing
If more than one proposal editor is enabled on your account, you can also choose which editor new proposals open in.
Proposal reminders
Turn on Send proposal reminders and Ignition emails your clients a reminder when a proposal is still waiting for acceptance. You control how often reminders go out with Days between reminders, and how many Ignition sends with Maximum number of reminders.
💡 Best practice: 3 reminders, 3 days apart to keep clients engaged and stay relevant without being too pushy.
Client emails
If you use Ignition Payments, these settings control the emails Ignition sends clients about their invoices.
Turn on Invoices to have Ignition email clients when invoices are raised. You can also choose to send those emails for unpaid invoices imported from your accounting software. Turn on Payment receipt email and Ignition emails clients once an invoice has been paid.
💡 Best practice: Turn on Invoices only if you plan to collect payments immediately. Otherwise turn on both, so clients are notified when an invoice is raised and when payment will be collected.
Here is what the Invoice Notification emails will look like to your client.
And now it's time to get you paid! Let's now set up Ignition Payments.