The Clients section is the best place to view all historical collections for a single client. When you navigate to Clients → Invoices & Payments tab, you’ll be presented with a list of historical invoices and payment collections that has been actioned by Practice Ignition.
This view is especially helpful if you are looking for a collection from a client with lots of historical PI Proposals or multiple active proposals.
To navigate to this view, you can either search up the client name in the search bar or click through to the Clients tab and click into the specific client there.
Once you’ve found your client. Click into the Invoices & Payments tab.
The primary section of the screen will show you a list of all the invoices generated for this client. You can see whether or not payments were collected on that specific invoice by the green payment collection indicator attached to the invoice.
If you click into a specific invoice, a slider will appear which will show you:
The Payment method
The approximate availability date
The payment reference ID
The fee for this collection
The summary of the invoice (including quantity, price, any discounts and tax)
Activity history for the invoice and payment collection.
On the right side of the payments tab, you can see the payment method(s) your client has provided to you via Practice Ignition. You can also copy a link to the “client accessible payment details form”. You can find more information on how to use this link here.