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Welcome aboard πŸ‘‹

Congrats again on choosing Practice Ignition! πŸŽ‰ We're excited to help you streamline your client onboarding, automate your payment collection
and eliminate accounts receivable.

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Join our bi-weekly live webinar

Getting Started with Practice Ignition

Live webinars for your success
Bi-weekly on Thursday at 11am EDT

Perfect for new customers like yourself. We'll help you get up and running smoothly. This webinar is a great way to build confidence in Practice Ignition and gives you the chance to ask any burning questions.

From the very start, this webinar will help ensure your account is optimized to suit you.

Topics covered in the webinar include:

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A refresher on the client-facing experience for accepting a PI proposal
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Setting up your integrations
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Key account settings
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Enabling payment collection
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Preparing your letter of engagement
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Building out a library of services for you to use
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How to create a proposal
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How to get support from Practice Ignition
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Q&A with an experienced Customer Success Manager
Register now

Watch on demand

Catch up on previously recorded webinars, at a time that is perfect for you.

Practice Ignition is fantastic user friendly software and its support is fantastic whenever we have a question it’s addressed quickly allowing us to get the full potential from the software.”
Elise-Bygrave
Elise Bygrave
Alt Tax & Accounting

Setting up your account

The best place to get started setting up your account is the Discover Page. You can also watch these videos to learn best practices.

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Discover Page

Setup your account via the Discover Page in your Practice Ignition account.

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General Settings

Learn our recommended settings when you are setting up your Practice Ignition account for the first time.

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Apps Settings

Our recommended best practices for your general ledger (Xero or QBO) when you connect to Practice Ignition.

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Library: Services

Learn the quickest way to get started with our Example Services! Alternatively, you can also import your own services and bring them into your Practice Ignition account.




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Library: Terms & Notifications

How to use and edit our provided Industry Standard Engagement Terms or upload your own engagement letter and we can format it for you.

Discover how to customize your notification templates to provide a more consistent experience for your client.

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Contact Support

If you need any more help, setting up your account please get in touch with our team.







Creating a Proposal

Check out this article collection that covers all you need to know to set up a proposal. Or you can follow the below video series. 

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Introduction

An introduction to creating a proposal in the New Proposal Editor. Start here to prepare and follow along with the video series.


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General Step

Choose a client, select the start date and select the minimum contract period for your proposal.



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Services Step

The most important step; how to add services to your proposal and manage how they'll all be billed. Learn how to utilize our flexible billing rules to build out a robust proposal.

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Payments, Terms and Automation Step

Learn how to adjust the payment settings and select specific terms templates for the proposal.

Note: If you are using our new XPM Workflow integration, please click here for more information

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Presentation Step

Control the proposal presentation, preview the proposal as your client would see it and even add a personalised video before you send it out.




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Send Step
Send the proposal straight from the editing experience, or save your new proposal as a draft to work on later.
 
 
 
 
 

Find the answers you're looking for at our support desk