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 and history in the Client Summary screen

See a history of all proposals and payments for a single client. It also includes client details, payment methods and custom notifications.

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/WFM)

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

How to Archive clients you no longer work with and how to restore an archived client if they come back.

Written by Ella Buan
Updated over a week ago