Most Popular Articles
We recommend checking out the following articles, which provide a great starting point for answering the most common questions in Practice Ignition:
Adjust an Active Proposal: change your offering in the middle of the engagement by adjusting the proposal.
Different Ways To Bill Your Clients: an overview of each billing type, including videos and detailed use-cases.
Payment Overview: How Practice Ignition Payments can help your business.
Client Notifications: Learn how to automatically send new invoices or payment receipts to your clients.
Dealing with rejected payments: Why payments sometimes fail and how to re-schedule a rejected payment.
How to change your service prices in bulk on active proposals: Ever needed to change your service prices on already accepted proposals? Follow the instructions below to discover how to do this in bulk.
Billing Types: On Completion: Choosing 'On Completion' from the Billing Type when creating a proposal, allows you to choose when and how much you want to bill for a particular service.
Creating a new proposal: How to create a new proposal inside Practice Ignition.
Xero Tracking Categories: Learn how to use the Xero Tracking Categories feature on clients and invoices that can be pushed from Practice Ignition to Xero.