Become an expert.

Ignite your business. Fast-track your digital transformation.

Having an efficient client engagement tool and an automated billing process is essential when scaling your business.

Our free, on-demand certification course will give you the skills and confidence you need to realize the full potential of Ignition within your firm.

Learn how to utilise the platform to streamline client engagement, automate payments and grow your business.

Set yourself up for success. Explore the course outline below or get started today.

This program is eligible for 4 hours of verifiable CPD in AU, CA, UK.

US students will receive 2 hours of verifiable CPD due to membership body regulations & limitations.


If this is your first time enrolling, you'll need to sign up for a Thinkific account. You can use the same email address as your Ignition account.
Enroll now

Who's this course for?

  • New subscribers
  • New Ignition users added to an existing account
  • Existing users who need a refresher
  • Practice managers and administrators
  • Cloud software implementors & consultants

Course curriculum

  • 1

    Welcome to Ignition! 🚀

    • What is Ignition?

    • Quick pulse check (4 questions)

    • Course overview
  • 2

    Account Settings ⚙️

    • General Settings (5 min)

    • Branding (1 min)

    • Taxes (2 min)

    • Users (5 min)

    • Labs (1 min)

    • Account Settings: QUIZ (8 mins)
  • 3

    Templates 📚

    • Services (9 min)

    • Terms (5 min)

    • Emails and Messages (5 mins)

    • Templates: QUIZ (11 mins)
  • 4

    Payments 💰

    • What is Ignition Payments? (4 min)

    • Setup & verification (7 min)

    • Payment clearing times (6 min)

    • Pre-approved Payments & Review + Pay (4 min)

    • Passing on card processing fees to clients: USA, CA + AU only (5 min)

    • Failed payments, refunds & payment disputes (8 min)

    • The Payments Tab (8 min)

    • Payments: QUIZ (15 min)
  • 5

    Proposals 📝

    • PREFACE (2 min)

    • Creating a proposal (15 min)

    • Proposal Options (4 min)

    • Proposal Templates (7 min)

    • Importing repeating invoices as proposals (2 min)

    • Editing a draft proposal (2 min)

    • Proposals: QUIZ (16 min)
  • 6

    Managing your clients 🤝

    • After the proposal is accepted (5 min)

    • The Billing Schedule Tab (10 min)

    • The Invoices Tab (5 min)

    • Invoice and Payment Notifications (3 min)

    • Editing active services (5 min)

    • The Pipeline Tab (4 min)

    • Creating an instant bill (3 min)

    • Renewing a proposal (4 min)

    • Managing your clients: QUIZ (16 min)
  • 7

    Integrations 🛠

    • Xero (5 min)

    • QuickBooks Online (3 min)

    • Xero Practice Manager (15 min)

    • Karbon (6 min)

    • Gusto (9 min)

    • ProConnect (5 min)

    • Zapier (3 min)

    • MYOB (4 mins)

    • Integrations: QUIZ (10 min)
  • 8

    Conclusion 🎉

    • Post Course Survey