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Coaching on the web
Getting paid in Coaching on the web: invoices and pay links, session packs and monthly plans, card payments through your own Stripe account, and Books for your expenses and tax.
10 articles
Paid invoices flow in as income. Add expenses with receipts and business mileage, and see your profit and what to set aside for tax. UK coaches also get a tax estimate, a VAT threshold check and Making Tax Digital quarters.
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Two CSV exports, one laid out by Self Assessment box and one listing every transaction, plus a read-only link you can send your accountant instead of a spreadsheet.
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Your coach sends you a link. Open it, check the details and pay by card, or follow their instructions to pay them directly. No account or sign-in needed.
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About five minutes with your bank details and a form of ID. Choose your country carefully, because Stripe cannot change it later. Then set the details every invoice carries.
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Choose a client and what it is for, issue it, and send the pay link however you normally talk to them. The link is the invoice, so send it only to your client.
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Record a cash or bank transfer payment, cancel an invoice that should never have gone out, or give money back, in full or in part. What each does to the pay link, the credits and your books.
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Invoice clients, sell session packs and monthly plans, and take card payments through your own Stripe account. What the Money section does, which plan it needs, and what it costs you.
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Your client pays the first invoice by card and the plan renews itself every cycle after that. How to set a fixed length, what happens when a payment fails, and how to pause or cancel.
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Set up what you sell once and every invoice fills itself in. Three types: a one-off charge, a pack of sessions paid up front, and a plan that bills automatically every cycle.
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A paid pack or plan adds credits to a client’s balance, and you take one off each time you deliver a session. Nothing is deducted automatically, so the balance is only as accurate as you keep it.
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