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Orders and invoicing

How does invoicing and billing work?

You have a number of options regarding how you get paid for your coaching sessions. You'll see these show up when you go to book a session. Payment in advance Your clients can pay in advance by buying individual sessions or coaching packages from your Public Store. Then either you or your cli... Read more

How do I set up an installment plan or payment plan?

It's simple to allow your clients to pay over time with your offers. This is fantastic for those larger ticket items that could be difficult for a client to pay all at once. Make sure your account is connected to Stripe. You can set this on on the Receive Payments tab under Plans Login to you... Read more

How do I send or view client invoices?

Invoices are sent automatically when a customer or client orders anything from your Public Store. This includes invoices for any coaching. In general, your clients will pay you in advance for any coaching, service or product they receive. However, some coaches prefer to invoice after coaching. If... Read more

Can I gift an offer?

Yes! You can give any of your offers away for free to anyone in your Contacts: clients, prospects and buyers. Ideas for using gifts A free session for a warm prospect. If someone booked a discovery call but hasn't committed, gift a full session so they can experience your coaching. A helpf... Read more

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