Managing your client's payment details in Practice Ignition is easy as pie. You or your client can add and delete their payment details, as well as view expired payment details if there are any.
Here's a look at Manage Payment Details interface:
Click Add New Payment Method to enter your client's payment details.
Your clients can choose to pay using their Bank Account or Credit Card. Choose which payment method you wish to use, enter the necessary details, and save. US clients can also use their Online Banking accounts to pay! Check out this article to learn more.
Client can also have more than one payment details on file. In fact, there is no limit on how many payment details they can add! Your clients can opt to use different payment details for each proposal if they have multiple proposals with you. Here's a look on a client that has multiple payments on file:
Expired Payment Details are grayed out if there are any. Expired payment details cannot be selected as a payment method and can only be deleted. You can delete a payment detail by clicking on the button beside the payment detail and choosing Delete from the drop down menu.
Note: You cannot delete a payment that is being used on a proposal. Select another payment detail for proposals that uses the payment detail you wish delete first before deleting it.
Payment Details can be managed in four different places:
Managing Payment Details on the Client Page
Payment details can be managed in the Client Page. Go to Clients, choose the client you want to update, then click on Payments. The Payment Details interface should be on the right-hand side.
Managing Payment Details on a Proposal
Payment details can be managed on the proposal level. When viewing a proposal, go to the Invoices & Payments tab. Under Payment Details on the right hand side, click on Manage Payments. The Payment Details interface should pop up on the right-hand side.
You can use the same functionalities here, as well as select which payment detail will be used for this proposal. Just click on the radio button beside the payment detail you wish to use. The selected payment detail is highlighted in green.
Note: Changing a proposal's selected payment method won't change the payment method of your client's other proposals if there are any.
Managing Payment Details on the Acceptance Page
Your clients can access the Payment Details interface as well, so they can manage their payment details if they wish to. One way is through the Acceptance Page. If payment is enabled, there will be a section on the Acceptance Page for the Payment Details.
If payment is not required in the proposal, there would be an option to choose Arrange payment manually if your client decides to not have payments in the proposal.
Managing Payment Details through Client Portal
Another way for your client to access the Payment Details interface is through the Client Portal. Client Portal is a feature that you can use if your client wishes to manage their payment details themselves. This is useful if your client needs to update their payment details after they accepted your proposal.
To access the Client Portal, go to Clients, choose a client, and click on Payments. Click on View Client Accessible Payment Details Form. This will redirect you to a page dedicated for the Payment Details interface (as your client would see it).
You can copy a link this secure Payment details form to send you your clients in your own email by clicking the 'Copy Link' button.
Bonus: For more help with using Payments in a proposal click here.