Webinars in the series
Session 1 - Optimising Billing & Change Management: A Customer Story
At the end of last year, Practice and Client Services Manager, Hannah Manohitharajah, made the decision to move £1m+ of TaxAssist Harpenden’s fee bank from GoCardless into Ignition, resulting in improved efficiency & visibility, reduced admin times, and tighter debtor control.
What you'll learn:
- What impact switching both Direct Debit and credit card billing providers has had on the company’s processes, cash flow, clients and debtor control
- Hannah’s experience of implementing a change of process within the business, key learnings, and how she managed her team and clients throughout
- How her team conducted fee reviews through Ignition in May, leading to a 5% increase in client fee bank for 2023
- An overview of the key differences between Direct Debit and credit card, to help you decide what options to give your clients when they pay you
Session 2 - Mastering Ignition's Xero Integration
Join Mary as she teaches you everything you need to know to optimise the integration between your Ignition and Xero accounts. If you're looking for a smooth and stress-free Xero integration, this will be a good webinar to watch.
In this webinar, we will cover:
- How Ignition’s integration with Xero works
- How to ensure you minimise duplicate clients in both systems and best practice on client list cleansing
- What data is passed between both apps and when
- A look at invoice generation, invoice notifications, payment notifications, Xero integration settings and how to set Xero branding themes correctly
- How to set tracking categories in Ignition at a client level for effective reporting in Xero
- Guidance on how to auto-reconcile payouts in Xero with a bank rule when using Ignition for payment collection*
- How to set nominal codes on invoice line items, both in bulk and individually, and what to do if the nominal code is wrong on an accepted proposal
- Xero integration tips, tricks and FAQs
Session 3 - Mastering Ignition's Quickbooks Integration
Join Jack as he will be teaching you everything you need to know to optimise the integration between your Ignition and Quickbooks accounts. If you're looking for a smooth and stress-free Quickbooks integration, this will be a good webinar to watch.
In this webinar, we will cover:
- How Ignition’s integration with Quickbooks works
- How to ensure you minimise duplicate clients in both systems and best practice on client list cleansing
- What data is passed between both apps and when
- A look at invoice generation, invoice notifications, payment notifications, Quickbooks integration settings, and how to customise how your invoices appear in Quickbooks when generated by Ignition
- Guidance on reconciling payouts in Quickbooks with a transfer rule when using Ignition for payment collection*
- Quickbooks integration tips, tricks and FAQs
Session 4 - Ignition Payments Best Practice
Join Jack and Mary as they take you through everything you need to know to get the most from Ignition payments. If you're looking for a smooth and stress-free Ignition payments experience, this will be a good webinar to watch.
In this webinar, we will cover:
- The basics of Ignition payments and best practice
- The post-proposal acceptance process; how payments are collected; how to schedule, reschedule or cancel payments, and how to change your client's Direct Debit fee
- An overview of payment notifications that are delivered to your clients at various stages of the payments journey
- How to collect payment details outside of a proposal (individually and in bulk), and through invoices
- The rejected payments process and what this looks like for your clients
- Ignition payment FAQs
