Using payments in a proposal allows you to collect payment details from your clients when they accept your proposal, and automatically process payments through Practice Ignition.

Note: If you need help switching on payments in your practice Ignition account, please see this article.

Enabling Payments in a Proposal

Create your proposal as per usual - selecting client, start and end date, jobs, services and templates then click on the 'Payments' tab to configure payments.

You can choose to allow or disallow a particular payment method by enabling/disabling them. If you wish to have the client pay through direct debit but not through credit card (or the other way around), then you have the ability to do so. Disabling both credit card and direct debit ultimately disables payments on the proposal.

Note: If you need help on how to create proposals, please see this article.

You can also change the configuration above while the proposal is in draft or awaiting approval/acceptance. Just go straight into the Invoices and Payments tab then click on Enable Payments (if Payments is disabled) or Manage Payments (if Payments is enabled).

Once you have approved and sent the proposal to the client, you can preview what the client will see by clicking on the View Client Accept Page link in right-hand side of the proposal summary page.

Here's what it looks like if you only allow Direct Debit:

And this is how it will appear if you allow Credit Card payments only:

Note: If your client has both direct debit and credit card details saved and you only allow one type of payment method on the proposal, they will only see the existing payment details that is under the allowed payment method. Example, if you only allow credit card payment on the proposal, the client will only see their existing credit card details and will not have the option to select their saved/existing bank account details with you.

Entering Payment Details for Clients in Australia

You will see a new section titled Payment Details in the middle of the proposal with an 'Add New Payment Method' button for the client to add a Payment Method and enter their details:

Your clients can choose to pay using their Bank Account:

Or through Credit Card:

We currently support both Visa and Mastercard payments in Australia.

The client can add multiple payment methods after saving. They can just click the 'Add New Payment Method' button again and it will ask them to enter their other bank/credit card details.

The client must select their primary payment method by clicking the circle button beside the bank account/credit card entry.

Your client also has the option to use their existing payment details if they have previous proposals with payments enabled.

If you didn't enable "Require Payment" for a proposal, your client will have an option to not enter a payment method by choosing Arrange payment manually.

To know more about editing/updating your client's payment details, click here.

Note: For information on Security of Payments see our Security page here.

Entering Payment Details for Clients in UK, USA, and Canada

Same with the above, you will see a new section titled Payment Details in the middle of the proposal with an 'Add New Payment Method' button for the client to select their preferred Payment Method and enter their details.

(For USA Users Only) Your clients can choose to pay through Online Banking:

Note: Check out this article to learn more about paying using Online Banking.

(For USA Users Only) Clients can also opt to enter their bank account details manually:

Your clients can also choose to pay through Credit Card:

We currently support Visa, Mastercard, and AMEX payments in UK, USA, New Zealand and Canada.

Your client also has the option to use their existing payment details if they have previous proposals with payments enabled.

If you didn't enable "Require Payment" for a proposal, your client will have an option to not enter a payment method by choosing Arrange payment manually.

Note: Direct Debit is not yet supported in UK and Canada.

Once payment details have been entered, the terms and conditions to be accepted for the engagement will also include Payment Terms and Conditions.

Note: For more information on clearing times and reconciliation, you can check out the Payments section in our Help Center.

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