With Ignition’s new payment method requests, you can now easily send requests to clients to collect their payment details securely. Make it convenient for your clients to pay you and save time with billing, collection and reconciling payments.
Payment method requests can be sent to any client or multiple clients at once. Ignition will send a branded email that directs the client to a customer-branded portal to provide their payment details. You will then be able to use that payment method to collect for current and future active services.
Use this feature when:
- You have accepted proposals in Ignition but are not using payments for some or all clients yet. This lets you move onto Ignition payments without going sending a new proposal, or waiting for your next proposal renewal.
- You want to collect payment details in advance of engaging clients for the first time. This will help customers be more confident to require payment when sending proposals and could speed up and simplify the engagement process.