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, which is displayed on proposals and emails.
Company email, which is displayed on client emails.
Business address, City, State / region, and ZIP / Postcode.
Country, which sets your currency and date format.
Your tax identifier. Australian practices enter an Australian Business Number (ABN); other practices enter a Tax registration number.
Phone 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.
Proposal label changes what proposals are called in client-facing proposals and emails. Use lowercase letters and spaces only.
PDF page size sets the page size Ignition uses for the PDF of a proposal: A4, Letter, or Legal.
💡 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 waiting for acceptance. Use Days between reminders to set how often reminders go out (up to 30 days; the first reminder is sent that many days after the client receives the proposal), and Maximum number of reminders to set how many Ignition sends (up to 3).
If you turn reminders on while proposals are already awaiting acceptance, Ignition asks you to confirm, because clients will receive reminders today for any proposals sent more than your chosen number of days ago.
💡 Best practice: 3 reminders, 3 days apart to keep clients engaged and stay relevant without being too pushy.
If your plan includes Forms, a Form reminders section below works the same way for forms waiting to be completed.
Client emails
These settings control which emails Ignition sends clients by default. Clients you have given custom settings are not affected.
Turn on Invoices to send invoice emails, then choose when to send them:
Invoices are raised in Ignition
Unpaid invoices are imported from my accounting software
Turn on Payment receipt email and Ignition emails clients when an invoice has been paid.
💡 Best practice: If you collect payment as soon as an invoice is raised, you can rely on the payment receipt alone. Otherwise turn on both Invoices and Payment receipt email, so clients are notified when an invoice is raised and again when it is paid.
Here is what an invoice email looks like to your client.
Invoices
The Invoices section sets what goes on the invoices you send to clients.
If your accounting software creates your invoices, choose which Invoice PDF to attach to invoice emails: Ignition or Accounting software.
Otherwise, set your Payment terms: invoices are due this many days after they are issued.
Invoice heading is the title shown on the Ignition invoice PDF.
Show service descriptions includes each service's description on the Ignition invoice PDF. This option is available on selected plans.
And now it's time to get you paid. Next, set up Ignition Payments.