Bill Your Clients with Invoices
Admin avatar
Written by Admin
Updated over a week ago

Companies that sell coaching services have the option to bill their clients using invoicing. Admins can integrate their Stripe accounts with or use alternative methods of payment which can be recorded within the app.

Please find a video summary below (including advanced settings), and a step-by-step walkthrough:

Create a New Invoice

  • From your Invoices page click Create New.

  • Select the Engagement that needs an Invoice. Invoices tied to Contracts will autofill with line items, or manually enter completed Sessions and line items.

  • Review your Invoice then click Send.

Please Note: If Stripe is connected to the account, a checkbox will ask if you’d like to collect payment via Stripe.

Clients will receive an email with the invoice attached and a link to make payment via Stripe (no or Stripe account required to make payments).

Helpful tip: Find a quick link to create Invoices from each engagement settings panel:

Advanced Invoice Settings

Go to company settings and click the Invoicing and Payments tab to configure Invoice Settings.

About Invoice Statuses

The Invoice will be in a draft state while you are editing. Once the Invoice is sent, it will appear as due until the due date. Invoices that are past due will have a status of late. When payment is made via Stripe, the Invoice status will automatically change to paid.

Helpful tip: If payment is made outside (via cash, check, bank transfer, etc) you can click the ADD PAYMENT button to document the payment and to mark the Invoice as paid.

Did this answer your question?