Connecting Stripe lets your clients pay invoices by card. You sign up with Stripe once and get your own Stripe account: payments go into it, Stripe pays out to your bank, and its standard card fee applies. Workout Titan adds nothing on top.
You don't have to do this to send invoices. Without it, clients pay you by cash or transfer and you mark invoices paid yourself.
Before you start
- A Momentum plan or above.
- Your bank details, for payouts.
- A form of ID. Stripe is required by law to verify who it pays.
- About five minutes.
Connect your account
- Open Money from the rail and choose Payment settings. You can also start from Manage account, under Payments.
- Under Card payments, choose your Country: where your business is based.
- Choose Connect with Stripe. Stripe's own pages open.
- Fill in Stripe's questions. When you finish, you come back to your workspace with Payment settings open.
Choose the country carefully. Stripe can't change it later. If you pick the wrong one, you would need a new Stripe account.
What the status means
- Not connected: you haven't started.
- Almost there: Stripe needs a few more details before you can take cards. It tells you how many items it is waiting on. Choose Continue setup to pick up where you left off.
- Ready to take cards: it shows the country you are connected in and the currency you are paid out in.
Once you are ready, Manage in Stripe opens your Stripe dashboard. Payouts, fees, disputes and your bank details live there, not in Coaching on the web.
Supported countries
Card payments are available to coaches based in Australia, Austria, Belgium, Brazil, Canada, the Czech Republic, Denmark, Finland, France, Germany, Hong Kong, Ireland, Italy, Japan, Luxembourg, Mexico, the Netherlands, New Zealand, Norway, Poland, Portugal, Singapore, Spain, Sweden, Switzerland, the United Arab Emirates, the United Kingdom and the United States.
Anywhere else, you can still issue invoices and record payments by cash or bank transfer.
Set up your invoices while you're here
The rest of Payment settings decides what every invoice carries:
- Currency: the currency you bill in. Match it to your Stripe payout currency, and stick to one, because the totals in Money and Books add everything up in a single currency.
- Prefix: one to six letters or digits at the start of every invoice number. The screen shows what your next invoice will be called.
- Due in (days): how long clients have to pay, from 0 to 90 days.
- Business name: shown as the payee on the pay page. Leave it empty to use your own name.
- Business address.
- VAT or tax number: printed on the pay page when set.
- Footer on every invoice: your bank details for transfers, your cancellation terms, a thank-you.