Following a busy 2017, The Practice Ignition team got straight back to it in the first quarter of 2018. Take a moment to look back over the first three months and the releases that make PI users jump for joy (literally).
Source: Xero Community review
This update allows you to select a different billing (and payment collection) day of the month for every single client .
This update aims to solve common cash-flow challenges in Professional Services businesses. Better still, Custom Monthly Recurring Billing provides even more flexibility to your clients. Take a moment to read this deep dive into the benefits of Custom Monthly Recurring Billing.
Do you bill your monthly services in arrears? Excellent! You've received an important update to the billing engine in Practice Ignition. Before January, advisors could only choose the 28th of the month if they were billing in arrears. This meant it was impossible to set a consistent due date or payment collection date. This is not the ideal client experience you'd want to provide.
Now, you can select the last day of the month as the default setting (navigate to your general settings). You can also choose the last day of the month for each proposal you create.
You now have the ability to give your proposal a name.
Naming a proposal improves the discoverability of the proposals in your Practice Ignition account. Here are a few ways that Proposal Names help you get even more out of PI:
This update will save you hours of work and prevent duplicate records. Your Xero or QBO contacts are now imported into Practice Ignition. Rather than having to create your client, or performing an export/import via CSV, you select your client while you are creating your proposal.
You can easily identify clients that have been imported from QBO or Xero versus clients that already have a record in Practice Ignition. Any imported client records will display the QBO or Xero logo in the client list.
If you want to win more proposals this year, the personalized message is a must-use PI feature.
Practice Ignition Power-users take advantage of the personalized message in every single proposal they send to:
The next quarter is shaping up to be equally as productive! Thanks to your continued support, we will be releasing some truly exciting updates to the app in the coming months. You can keep a close eye on upcoming features (and submit new ideas) in the product portal. You can also get early access to BETA features in Labs. Until the next release, and as always, onwards and upwards!