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Payments & Billing
Payments & Billing
How to improve your cashflow with secure client payment plans and put an end to chasing payments.
+6
49 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
Why does Practice Ignition sometimes create multiple invoices?
Occasionally, you may find that Practice Ignition creates multiple invoices per client. Learn why this may be the case.
Written by
Pat Kuo
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 over a week ago
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
Tracking all historical collections for a client
Every client contains a history of all payments collected from all active and completed proposals.
Written by
Tom Maxwell
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 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
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
Updating Client Billing Information
Adding New Payment Details To Client Records
Learn how you or your client can add new payment details to Practice Ignition.
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
Canadian Pre-Authorized Debit (PAD) payments
Find out more on direct debit payments in Canada
Written by
Jana Paulech
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
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