These structured learning guides are designed to help you get up and running in Practice Ignition as quickly as possible.
How to configure tax rates, set notifications, update your billing details, and manage users.
Click here to learn how to import your clients, add a new client, and manage existing clients.
Click here to learn how to create and manage your services in Practice Igntion. This collection also includes best-practices for writing your services.
Click here to learn how to use the different billing types to set up an appropriate payment schedule for every client.
Click here to learn how to create and manage your contract (engagement) templates, email templates, and acceptance (next steps) templates
Click here to learn how to create a proposal, send it to your client, and follow up if they haven't accepted it.
Click here to learn more about managing your proposals once they are active.
How to improve your cashflow with secure client payment plans and put an end to chasing payments.
Click here to learn more about how PI works with Xero, Xero Practice Manager (WFM) and Xero HQ.
Get insights with Reporting tools and the Practice Ignition Dashboard
A regularly curated list of the most commonly asked questions by Practice Ignition customers