Invoice Sending

Updated Nov. 23, 2023 by Support

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.


Legal & Finances feature is only accessible to coach accounts with paid membership levels, visit the Membership Levels page.





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