Clients and the Client View

See and manage future client billings, payment methods, invoices and workflows in one place!

13 articles in this collection
Written by Reid, Jana Paulech, and Pat Kuo

Your Client List and Filters

Learn how to use billing filters to show clients under a specific proposal category or a specific billing category!

Written by Pat Kuo
Updated over a week ago

The Billing Schedule tab

The Client Billing Schedule

Learn all about the new Client Billing Schedule and what functionality it brings to the Practice Ignition platform!

Written by Pat Kuo
Updated over a week ago

The Billing Schedule Tab

Learn about the new Billing Schedule and how to navigate this tab!

Written by Pat Kuo
Updated over a week ago

How to use Review and Pay to collect payment on your invoices

Learn how to capture payments through our new Review and Pay flow and online payment links - directly from Practice Ignition invoice emails!

Written by Pat Kuo
Updated over a week ago

Add, change and delete client payment methods

Discover how to add, change or delete a payment method after a proposal has been signed!

Written by Pat Kuo
Updated over a week ago

The Invoices tab

The Invoices Tab

Learn about the new Billing Schedule and how to view a client's past invoices!

Written by Pat Kuo
Updated over a week ago

How to invoice a client

Learn how to invoice a client immediately, or schedule an invoice to be raised at a future date!

Written by Pat Kuo
Updated over a week ago

How to send invoices

Discover how to send or resend an invoice to your client at any time you wish!

Written by Pat Kuo
Updated over a week ago

Client Services

The Client Services Tab

Need to end a service for a particular client? Learn how to do this in the Client → Services tab.

Written by Pat Kuo
Updated this week

Ending services for a client in the Services tab

There are two ways to end services from New Proposals in a clients Services tab. Learn about the details in this article!

Written by Jana Paulech
Updated this week

The Workflow tab (BETA)

The Workflow tab (BETA)

Learn how to view, edit, add and deploy workflow, straight from your client's Workflow tab!

Written by Pat Kuo
Updated this week

Tips & Tutorials

Editing a client's Billing Schedule

Learn how to make one off changes to your client's future bills while still retaining the benefits of automation!

Written by Pat Kuo
Updated this week

"How to" videos for the new client billing schedule

Here are some practical how to videos when using the new client billing schedule to update and automate client billing

Written by Reid
Updated over a week ago