This article is an extract from the book 'Everything you need to know about Xero Practice Manager'
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Setting up Practice Ignition only takes 1 – 2 hours. You are then ready to send proposals to new clients, collect payments, and deploy invoices and jobs to Xero and XPM. Below are the steps to set up Practice Ignition once you have signed up to a trial.
When you first set up your trial of Practice Ignition you will arrive on the discover page which includes useful tips and tricks to help you set up your account. Take a moment to check out the videos on the discover page, then move onto setting up each area using the below sections as your guide.
‘Payment Services’ in Practice Ignition is possibly the biggest benefit of using it. It allows you to automatically collect the funds from your clients based on the billing details of the engagement. If you have payment services set up in Practice Ignition, the client will be asked to enter their credit card details or bank account number as part of their acceptance. This means you are capturing the billing information when they accept your engagement, which cuts out a huge amount of the administration involved in onboarding.
‘Payment Services’ are very easy to set up. Go to the ‘Payments’ tab and following the steps provided. It only takes approximately 10 minutes to set this up, but it does take 5 – 7 days for Practice Ignition to load and verify everything at their end. You can still send proposals while you wait, but do keep in mind it may take up to a week to receive your first payment while your account is verified.
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