Payments | Practice Ignition Help Center

Payments

How to improve your cashflow with secure client payment plans and put an end to chasing payments.

+2

33 articles in this collection
Written by Tom Maxwell, Ella Buan, Jeff Borlaza and 2 others

How Payments work

Payments Overview

Looking for a summary on how Practice Ignition Payments can help your business? Look no further.

Written by Tom Maxwell
Updated over a week ago

Choosing when to charge your clients

Learn how the "Collection Schedule" settings impact when your payments will be collected from your clients.

Written by Tom Maxwell
Updated over a week ago

Enabling Payments on a New Proposal

Here's how to enable payments in a new proposal and customize the payment settings for draft, in review, and awaiting acceptance proposals.

Written by Tom Maxwell
Updated over a week ago

How do I know if payment collections are enabled on a proposal?

Learn how you can quickly identify which proposals have payment enabled

Written by Tom Maxwell
Updated over a week ago

Disabling Payments on a Proposal

You can switch off payments on a proposal, both before and after it's accepted. Here's how.

Written by Tom Maxwell
Updated over a week ago

Tracking Payment Collections in Your Account

Using the Payments section to track all collections and disbursals in your account.

The Payments Section of Practice Ignition is a great place to see all payments in process and a thorough history of disbursals.

Written by Tom Maxwell
Updated over a week ago

Tracking all historical collections for a single client

Every client record (found in the Clients tab) contains a history of all payments collected from all active and completed proposals.

Written by Tom Maxwell
Updated over a week ago

Tracking collections for a specific proposal

Every proposal has an Invoices & Payments tab which contains a helpful summary of payments that are directly related to the proposal.

Written by Jeff Borlaza
Updated over a week ago

Managing Payments For Active And Completed Proposals

Adding New Payment Details to a Client Record and Managing Existing Payment Details.

Learn how you or your client can add new payment details to PI, as well as options to manage existing payment details.

Written by Ella Buan
Updated over a week ago

Changing the Payment Collection Date

Written by Nick Dainty
Updated over a week ago

Collecting Payment on Invoices That Were Created in the Past

Written by Ella Buan
Updated over a week ago

Dealing with rejected payments

Why payments sometimes fail and how to re-schedule a rejected payment

Written by Nick Dainty
Updated over a week ago

Payments for Australia

Setting Up Payments (Australia)

Getting started with payments. Setting up you the Payment Gateway and Proposal Defaults and Payment Terms.

Written by Ella Buan
Updated over a week ago

Payment Clearing Times for Australian Practices

Written by Ella Buan
Updated over a week ago

Payments Dispute - Australia

Written by Ella Buan
Updated this week

Payments for Users in the USA, UK, NZ and Canada

Setting up Payments in your account (USA)

Written by Ella Buan
Updated over a week ago

Disbursal Account Verification

Before you can receive funds from your clients via PI, you'll need to verify the bank account you want your funds deposited to.

Written by Ella Buan
Updated over a week ago

Payment Clearing Times for Practices in the USA, UK, NZ, and Canada

Written by Ella Buan
Updated over a week ago

Setting up direct debit (BACS) payments

Learn how you can collect BACS payments on your proposals

Written by Jana Paulech
Updated over a week ago

Payment clearing times for BACS direct debit (UK customers)

Written by Jana Paulech
Updated over a week ago

Payment Disputes - USA

Things to know about PI payment disputes for practices based in the USA

Written by Ella Buan
Updated this week

Payments for users in the USA

1099-K Form Issuance (USA Practices Only)

1099-K form issuance for practices based in the United States

Written by Jeff Borlaza
Updated over a week ago

(USA Only) Pay Using an Online Banking Account

Written by Ella Buan
Updated over a week ago

(USA only) The ACH Payment Verification Process

Written by Ella Buan
Updated over a week ago

Payment FAQs

How can I cancel a payment and stop it from being collected?

Written by Ella Buan
Updated over a week ago

I'm worried about my client accidentally paying the invoice twice.

Written by Ella Buan
Updated over a week ago

My client can't add their new credit card details

Written by Ella Buan
Updated over a week ago

Can I have Failed Payment notifications sent to another email address aside from the Principal User?

Written by Ella Buan
Updated over a week ago

Do I or my client get charged fees for failed payments?

Written by Ella Buan
Updated over a week ago

Can I pass on payment transaction fees to my clients?

Written by Ella Buan
Updated over a week ago

Do my clients get notified when their payment fails or rejected?

Written by Ella Buan
Updated over a week ago

Will invoices that are created when payments are disabled be collected when I re-enable payments?

Written by Ella Buan
Updated over a week ago

Payments for users in CA, UK & NZ

Payment Disputes (Credit Card) : CA, UK, NZ

Things to know about PI payment disputes for practices based in Canada, United Kingdom and New Zealand

Written by Ella Buan
Updated this week