Payments & Billing

How to improve your cashflow with secure client payment plans and put an end to chasing payments.

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50 articles in this collection
Written by Tom Maxwell, Nick Dainty, Jeff Borlaza and 6 others

The Client Payment Interface

Written by Ella Buan
Updated over a week ago

How Payments Work In Practice Ignition

Payments Overview

Looking for a summary on how Practice Ignition Payments can help your business? Look no further.

Written by Tom Maxwell
Updated over a week ago

Setting Up Payments In Practice Ignition

Collect client billing details from your proposals and collect payment on your schedule, instead of waiting for your clients to pay!

Written by Pat Kuo
Updated over a week ago

How To Charge Your Clients

Learn how the "Collection Schedule" settings impact when your payments will be collected from your clients.

Written by Tom Maxwell
Updated over a week ago

Does Practice Ignition Send Invoices To Clients?

Written by Ella Buan
Updated over a week ago

How Do I Resolve Late Payments, Rejected Payments, Or Disputed Payments?

Three of the most common questions we receive from UK Payments users, and how they can be addressed.

Written by James Hudson
Updated over a week ago

Do I Get Charged Fees For Failed Payments?

Written by Ella Buan
Updated over a week ago

How do I collect overdue accounts receivable?

Do you have debtors or overdue accounts receivable collections? Learn how to create a proposal that can help you manage these collections!

Written by Pat Kuo
Updated today

Tracking Payments

Using Payments Section To Track All Collections And Disbursals

The Payments Section of Practice Ignition is a great place to see all payments in process and a thorough history of disbursals.

Written by Tom Maxwell
Updated over a week ago

How Do I Track All Historical Collections For A Client

Every client record (found in the Clients tab) contains a history of all payments collected from all active and completed proposals.

Written by Tom Maxwell
Updated over a week ago

Tracking Collections For A Specific Proposal

Every proposal has an Invoices & Payments tab which contains a helpful summary of payments that are directly related to the proposal.

Written by Jeff Borlaza
Updated over a week ago

How To Handle Rejected Payments

Why payments sometimes fail and how to re-schedule a rejected payment

Written by Nick Dainty
Updated over a week ago

Payment Clearing Times

Summary of clearing times by payment method across regions that are supported by Practice Ignition payments

Written by Jana Paulech
Updated over a week ago

Troubleshooting Payment Issues

Collecting Payment on Invoices That Were Created in the Past

Written by Ella Buan
Updated over a week ago

How To Cancel A Payment And Stop It From Being Collected

Written by Ella Buan
Updated over a week ago

Re-enable Payments On An Invoice

Written by Ella Buan
Updated over a week ago

Help Clients Who Can't Add Their New Credit Card Details

Written by Ella Buan
Updated over a week ago

How do I cancel a payment from being collected?

Written by Ella Buan
Updated over a week ago

What If My Client Accidentally Pays The Invoice Twice?

Written by Ella Buan
Updated over a week ago

Are Clients Notified When Payment Fails Or Payments Get Rejected?

Written by Ella Buan
Updated over a week ago

Can Failed Payment Notifications Be Sent To Another Email Aside From The Principal User?

Written by Ella Buan
Updated over a week ago

Passing on Payment Transaction Fees To Clients

Written by Ella Buan
Updated over a week ago

Updating Client Billing Information

Adding New Payment Details To Client Records

Learn how you or your client can add new payment details to PI

Written by Ella Buan
Updated over a week ago

Managing Payment Details In Practice Ignition

Written by Tom Maxwell
Updated over a week ago

Changing The Payment Collection Date

Written by Nick Dainty
Updated over a week ago

Updating My Billing Information

Disbursal Account Verification

Before you can receive funds from your clients via PI, you'll need to verify the bank account you want your funds deposited to.

Written by Ella Buan
Updated over a week ago

Client Billing Types

Setting up proposal with daily rates

Written by Ella Buan
Updated over a week ago

Billing Types: On Acceptance

Bill and collect payments for project (one-off) services upfront using the On Acceptance billing type

Written by Ella Buan
Updated over a week ago

Billing Types: On Completion

Written by Ella Buan
Updated over a week ago

Billing Type: Estimates

Written by Ella Buan
Updated over a week ago

Billing Type: Continuous Recurring Billing

Allow your monthly recurring services to continue to invoice and collect payment after the proposal end date has passed

Written by Lizzie Rutledge
Updated over a week ago

Pro-rata And Catch Up Payments

Written by Ella Buan
Updated over a week ago

Weekly Billing

Written by Ella Buan
Updated over a week ago

Can I Have Both Monthly And Weekly Billing In A Proposal?

Written by Ella Buan
Updated over a week ago

Raise Invoices for On-completion or Estimate Service More Than Once

Written by Ella Buan
Updated over a week ago

Different Ways To Bill Your Clients and How to Set Up Each Billing Type

A review of the billing types in PI, and the different ways you can apply them to bill your clients. (contains videos)

Written by Tom Maxwell
Updated over a week ago

Transferring Direct Debit or ACH Payments to Practice Ignition

Transferring your Direct Debit or ACH payments from your previous payment processor to Practice Ignition? Read this guide.

Written by Tom Maxwell
Updated over a week ago

Refunds & Disputes

Payment Disputes

There are different processes for payment disputes depending on your region. Please click on the appropriate link inside this article!

Written by Pat Kuo
Updated over a week ago

Refunding Payments Made By Clients

Information on refunds for your client payments

Written by Jana Paulech
Updated over a week ago

Payments Disputes - Australia

Written by Ella Buan
Updated over a week ago

Payment Disputes - USA

Things to know about PI payment disputes for practices based in the USA

Written by Ella Buan
Updated over a week ago

Payment Disputes Based In The United Kingdom - UK

Things to know about PI payment disputes for practices based in the United Kingdom

Written by Jeff Borlaza
Updated over a week ago

Credit Card Payment Disputes: CA, UK, NZ

Things to know about PI payment disputes for practices based in Canada, United Kingdom and New Zealand

Written by Ella Buan
Updated over a week ago

Country Specific Payment Setup

How To Use PI For The End Of Financial Year - Australia

including how to create STP and BAS authorities, using PI for Individual Tax Returns, Client Renewals, & bulk creating new proposals

Written by Tom Maxwell
Updated over a week ago

1099-K Form Issuance (USA Practices Only)

1099-K form issuance for practices based in the United States

Written by Jeff Borlaza
Updated over a week ago

Pay Using An Online Banking Account (USA Only)

Written by Ella Buan
Updated over a week ago

(USA only) The ACH Payment Verification Process

Written by Ella Buan
Updated over a week ago

Setting Up UK Direct Debit (BACS) Payments

Learn how you can collect BACS payments on your proposals

Written by Jana Paulech
Updated over a week ago

Payment Clearing Times For BACS Direct Debit (UK customers)

Written by Jana Paulech
Updated over a week ago

How To On-board Individual Tax Return Clients

You can use Practice Ignition to easily onboard your ITR clients ensuring smooth processing and guaranteed on-time payment.

Written by Brendan Allen
Updated over a week ago