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