Our payments functionality is constantly being improved and our ability to cancel payments are currently limited.
Cancelling future payments on an active proposal
To cancel any future recurring payments from being collected, simply mark the proposal as complete. Full details on this process are outlined here in our Completing or Cancelling a proposal article.
If you are using New Proposals, you'll need to jump into the clients Services tab and end the services there. Click here for more information.
Cancelling payments not yet collected
If you have payment term delay - i.e. you don't collect payment immediately when an invoice is raised - the payment will be "scheduled" for collection.
You can see these payments in two areas of Practice Ignition:
You can click Payments → Collections → Pending Collections which will show you all scheduled payment collections.
If you need to cancel this payment, click into the specific collection and click the 3 dots under the Payments section → Cancel payment.
A client's Invoices & Payments tab
When you click into the Invoices & Payments tab of a client, there will be a line of information underneath the invoice where it will note the collection status (i.e. "Payment collection scheduled for..." or "Payment not scheduled" etc).
If this payment collection has already occurred, it will be noted with a message in green. Otherwise it will remain white if uncollected or scheduled.
If you need to cancel this payment, click into the specific invoice and click the 3 dots under the Payments section → Cancel payment.
Cancelling payments already in processing
Payments are sent to our payment provider immediately when they come up for collection and they cannot be canceled once they have been sent.
Consider offering a refund to your client outside of Practice Ignition or see our refund request policy here if you would like us to process a refund on your behalf.
Cancelling ACH payments for bank accounts that haven't been verified yet (USA only)
For users based in the USA, we are able to provide this as an in-app functionality for ACH payments given that the client's bank account has not yet been verified. This is because the actual collection will not start until the account has been verified.
You can either
- Open the client then click into their Invoices & Payments tab. You will see the invoice with the status Verifying.
- Click on the word Verifying and a right hand slider will appear. Click on Actions and then click on Delete.
- Go into Payments then into the Verifying tab.
- Click on a payment that you wish to delete and you will get a slider from the right. Click on Actions and then click on Delete.
This will permanently delete the payment and stop the collection process. It will also delete the queued verification email if it has not yet been sent to the client.