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Clients and the Client View
Clients and the Client View
See all future client billings, invoices and client payments in one place!
12 articles in this collection
Written by
Reid,
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
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
Learn about the new Billing Schedule and how to navigate this tab!
Written by
Pat Kuo
Updated over a week ago
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
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 this week
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
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 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
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 over a week ago
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 over a week ago
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 over a week ago
"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