Invoice Sending

Normally, invoices are being sent automatically on its scheduled sending date, but you can still manually send the invoice by clicking the "Send" button found at the right side of the same invoice within the Invoice list panel.

Alternatively, you can also send the invoice from inside the invoice form by clicking the "Save and Send" found at the bottom of the form.

 

Invoices from Agreements

If you have an active Agreement on your coach account that has a scheduled invoicing dates, the system will automatically generate these invoices on the scheduled creation date, then immediately send it to your coachees. These invoice records will also appear on your Invoice list within your coach account.

 

Invoice Reminders

To ensure smooth transactions and effective revenue capture, you can configure the recurrence of unpaid invoice reminders. This feature allows you to automatically send reminders at specified intervals, helping to keep clients informed of outstanding payments and reducing the likelihood of missed invoices.

1. Go to the Invoices page
2. Click Reminders button at the top right side of the screen
3. Toggle ON the switch to enable sending invoice reminders
4. Specify the day on which unpaid invoice reminders should recur
5. Click Save changes
6. Done