Getting Started - Annuities

This guide walks you through placing an order once your annuities are on the iPify platform. It covers key steps to download and share your quote and instruct payment.

Contents

• Getting started: Managing your annuity payments on the iPify platform

• Generating a quote for Pending Orders
• Placing your order

Getting started: Managing your annuity payments on the iPify platform

1. Once you have patents populated on the iPify platform for our annuities service, any upcoming annuities due within the following 12 months are populated in the 'Orders' section of your account. To view all upcoming annuities, click on the Orders button in the left-hand menu on any page in your account. 
   
   
   
2. Once in your 'Orders' page, click on 'Annuities' at the top of the page to view only the upcoming annuities orders in your account.
   
   
   
3. The default view for your annuities will order the annuities by the official deadline date with the most urgent orders at the top of the page. You can change this using the filter button at the top right-hand side of your listing. 
   
   
   
4. You can filter your annuities in a number of ways using both the filters to the left-hand side of your listing and the search bar at the top. 
   
   
   
5. You can also quickly filter your annuities by their status in your account using the buttons at the top of your listing. Clicking on any of these Status buttons will filter your view to show only annuities in that status in your account. 
   
   
   
6. Once you have filtered your annuities to show the orders that you are looking for, you can perform various actions for these upcoming payments. 
   

Generating a quote for Pending Orders

1. Once you have the upcoming annuities in your list that you want to generate a quote for, you can select them by either clicking in the box to the left-hand side of each annuity or by clicking on 'Select All' at the top of your listing. 
   
   
   
2. When you have selected one or more Pending annuities, a 'Prepare Quote' button will appear at the foot of your page. Please note that should your selection include any annuity which is not in a pending state (Instructed, Accepted, On Hold etc.) or an annuity which is already part of an existing quote, this button will not appear. 
   
   
   
3. Click on Prepare Quote to generate a quotation for the selected annuities. 
   1. If you have provided us with more than one fee schedule that you wish to include on your quotations, you will be asked to choose which client schedule you would like to use at this stage
      
   2. If you have not provided us with a fee schedule to include in quotations or have only provided one fee schedule, you will be taken immediately to the following step. 
4. You will now be taken to a page where the selected patents will be listed with pricing (including any price that you have provided in the chosen fee schedule if applicable). You will also have the following options available to download your quotation:
   1. If you have provided a fee schedule that we should use when generating quotations, you will have the option to download either an HTML quotation or an XLSX quotation which will include the fees that you have requested we add to your quotations. 
      
      1. If you download an HTML quotation, this will provide you with a quotation with your company details and branding along with the details of the customer, if applicable, for the fee schedule you have chosen to use. 
         
         You can print this quotation to a pdf document to share it with your client. 
      2. If you choose to download the XLSX quotation, you will be provided with an Excel file in your downloads folder with the details of all selected annuities and their costs including the costs that you have asked to be included in the chosen fee schedule. 
   2. If you have not provided any fee schedule for us to use when generating quotations, you will only be able to download an XLSX quotation at this stage which will show the details of all selected annuities included in the quotation and the cost to you as an iPify client.

Placing your order

1. Ready to entrust iPify with your instruction? When ready to instruct your annuity payments, you can follow the same method as explained above to filter your annuities to show only the relevant orders. 
   
2. Once you have the upcoming annuities in your list that you want to instruct, you can instruct them individually or in a batch as follows:
   1. Individual Instructions
      Click on the 'Instruct' Button to the right hand side of each annuity order to place your instruction. 
      
      You will be taken to a page asking you to confirm your instruction with the details of the annuity you are about to instruct. 
      
      Click on Instruct to send your payment instructions to iPify. 
      
      
   2. Batch Instructions
      Select multiple annuities in your listing by either clicking in each box to the left of the annuity order or using the 'Select All' button at the top of your listing. 
      
      When you have selected one or more Pending annuities, an 'Instruct' button will appear at the foot of your page. Please note that should your selection include any annuity which is not in a pending state (Instructed, Accepted, On Hold etc.) this Instruct button will not be available
      
      Click on the 'Instruct' Button to place your instruction. 
      You will be taken to a page asking you to confirm your instructions with the details of all annuity payments you are about to instruct. 
      
      Click on Instruct to send your payment instructions to iPify.