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Managing Your Clients
Managing Your Clients
Click here to learn how to import your clients, add a new client, and manage existing clients.
11 articles in this collection
Written by
Tom Maxwell,
Nick Dainty,
and
Ella Buan
General Client Settings
Client Status & the Clients List
What's the difference between a lead, active, inactive and archived client?
Written by
Ella Buan
Updated over a week ago
View client details in the Client Summary screen
The Client Summary screen is where you can view and edit client details, and see a list of all proposals under a single client.
Written by
Ella Buan
Updated over a week ago
Client Notifications
Client Notifications
Learn how to automatically send new invoices or payment receipts to your clients
Written by
Nick Dainty
Updated over a week ago
How Can I Remind Clients About Unsigned Proposals?
Remind clients that about outstanding proposals that are waiting to be signed.
Written by
Nick Dainty
Updated over a week ago
Proposal Comments
Written by
Ella Buan
Updated over a week ago
Proposal Email Was Not Delivered To The Client
What to do if your proposal email has "bounced" back from the receipient
Written by
Nick Dainty
Updated over a week ago
Adding A Client
Create A New Client Directly In Practice Ignition
Follow these steps to create a brand new client directly in Practice Ignition.
Written by
Ella Buan
Updated over a week ago
Automatically Import Clients From Your Connected Apps.
How to import clients from Xero, QuickBooks Online or Xero Practice Manager (XPM)
Written by
Tom Maxwell
Updated over a week ago
How To Bulk Import Clients Using A CSV File
How to use the CSV Client Import (with or without connecting to Xero, QuickBooks Online or Xero Practice Manager (XPM)
Written by
Ella Buan
Updated over a week ago
Editing An Existing Client
Editing an Existing Client
How to make changes to a client record, once they are in Practice Ignition
Written by
Ella Buan
Updated over a week ago
Archiving clients and restoring archived clients
Learn how to archive and restore clients that you have previously added or worked with.
Written by
Ella Buan
Updated over a week ago