The payments feature in Practice Ignition allows you to collect Direct Debit (AUS), ACH (USA) or Credit Card payments from your clients, in line with the service prices and billing types defined in your proposals.
If you have Xero or QuickBooks Online integrated with your Practice Ignition account, it will also automatically mark your invoices as paid, creating a complete end to end solution for your on-boarding process!
Note: To use payments, you must be in a supported region, have an active subscription and a valid bank account. If you are currently on a trial, you will need to upgrade your account. Please note that payments and certain payment method types are not supported in all regions.
Available payment methods & supported regions
- Australia: Visa, MasterCard, and Direct Debit
- United States, Visa, MasterCard, American Express, and ACH
- United Kingdom, Visa, MasterCard, American Express, and Direct Debit (BACS)
- Canada: Visa, MasterCard, and American Express
- New Zealand: Visa, MasterCard, and American Express
There will be a three step process to get payments setup on your PI account.
Please keep in mind this is a once-off process - once you set this up, you do not need to do this again unless you elect to change your bank account details!
- Entering bank account details (BSB, Account Number, Client Descriptor)
- Entering verification details (Legal business name, Representative details)
- Uploading verification documents (ID, Business address)
You can enable payments by going to Settings > Payment Gateway and clicking on the orange Next button.
Next, enter your bank account details and choose your client statement descriptor. Statement descriptors explain charges or payments on your clients bank and credit card statements. Using a clear statement can increase transparency and reduce any disputes from your clients.
Note: The client statement descriptor has a maximum of 16 characters including spaces.
After this, click on the Submit & Next button and a secure pop-up box will appear, prompting you to start the verification process.
Note: Make sure you allow pop-ups on your internet browser. We recommend using Chrome, Firefox or Safari to complete this process.
Press the blue button to start and select the relevant type of entity. Press Next.
Begin entering your business details on the next page, then press Next.
Enter the business' principals details on the next page.
At this stage, the system will attempt to verify your identity based on the information provided.
You may be required to upload a form of government-issued ID to support the verification process as required by the Know Your Customer (KYC) financial regulations.
Please ensure the ID provided is within its expiration date and the image quality is clear and readable.
For those wishing to upload a drivers license, you will need to upload the front first and then the back in two separate files.
For more information regarding the upload format for this ID, refer to Stripe’s support article.
Next, select what payment types you want to offer your client by default when you create a new proposal. These defaults can be overridden at a proposal level.
Require Payments on New Proposals
You have the option to 'Require Payments' on all newly created proposals, which means that when you send a proposal to a client, they cannot accept the proposal unless they have entered their payment details. This can also be switched off when creating/editing the proposal. Check out this article to learn more.
These settings control how many days the payment collection process will delay after the invoice has been raised. If you want to collect payment the same day that invoices are raised, then these can be set to Same day.
The Once-off Payment Terms apply to any invoices that are generated upfront on acceptance or are Billed on Completion.
Recurring Payment Collection terms apply to any invoices that are created on a monthly recurring basis.
Please note that the first payment through Practice Ignition can take up to 7 business days after your account is fully verified.
See this article for more information on clearing times.