PLEASE NOTE: The new Client Billing Schedule is slowly rolling out to all Practice Ignition accounts. If you can see the Billing Schedule and Invoices tab when you click into a client, then please read this article below.
Otherwise, refer to these articles around billing types and invoicing methods.
Occasionally, a client may wish to change their payment method if you are using Practice Ignition Payments to collect for their generated invoices.
Whatever the reason may be, this is very easy to do in Practice Ignition!
Manually entering new payment details
If your client has provided their new payment details, you'll can add their payment method in manually.
Click into the specific client in PI → Invoices & Payments tab → Add a New Payment Method.
Here, you will be able to enter and save either Direct Debit (if available in your region) or Credit Card details.
It's crucial to remember that once you have done this, navigate to the specific proposals that you need to update → Enable/Manage Payments and select the new payment details as the preferred method!
Sending a payment portal link to clients
Alternatively, you can send your clients to a secure page where they can enter in their preferred payment details themselves.
To do this, click into the specific client in PI → Invoices & Payments tab → Copy the Client Accessible Payment Details Link and send it to them.
You can find the unique link in the bottom right hand corner of the page.
Press Copy Link to copy this link to your clipboard. From there you can paste it into an email or text it to your client!
The form looks like this from a client's perspective. They will also be able to see any previous payment details and they can click the three dots to delete them if they wish.
Once your client has entered in new payment methods, you will receive a notification email advising you of the change.
After your client has done this, it's crucial to remember to jump into the specific proposals that need to be updated → Enable/Manage Payments and select the new payment details as the preferred method!
Updating an expired credit card
If your client needs to update their expiring credit card, you will need to first jump into the proposal → Manage Payments → Arrange Payment Manually.
Then, you will be able to delete the existing credit card details by clicking the three dots → Delete.
Finally, remember to jump into the specific proposals that need to be updated → Enable/Manage Payments and select the new payment details as the preferred method!