With Practice Ignition payments, we automatically collect payment on invoices created through Practice Ignition. We do not currently have a refund/suspend payment feature, so this would have to be done via a DD back to the client.
Prevention is the best method though, so here are a few things you can do to educate your client:
- Advise client of New Proposal email template - The first email your client receives to let them know they have a new proposal to accept. Let them know here that if they enter their billing details on the proposal that payments will be billed automatically.
- Accept Proposal Message template - This is the message your client sees on their screen as soon as they accept the proposal. I recommend having some text in here to the effect of: If you entered your billing details in, then payment will be deducted on the X day of the month automatically. When you receive your email there is no need to manually make payment. (This message will automatically also be emailed to them after they accept)
- Optional - send them the invoice after it's been paid and reconciled. Some of our clients don't send the invoice until after payment has been received, and the client just receives a 'paid invoice' so there's no confusion about needing to pay it