Clients and the Client View

See all future client billings, invoices and client payments in one place!

8 articles in this collection
Written by Jana Paulech and Pat Kuo

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

Your Client List and Filters

Written by Pat Kuo
Updated in the last hour

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

The Invoices & Payments 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

Managing client payment methods

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

Written by Pat Kuo
Updated over a week ago

Client Services (BETA)

The Client Services Tab (BETA)

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

Written by Pat Kuo
Updated over a week ago

Ending services for a client in the Services tab (BETA)

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 over a week ago