Sending an invoice and the pay link

An invoice in Coaching on the web comes with a pay link. Your client opens it in any browser, sees what they owe and pays. You see the payment the moment it arrives.

Issue an invoice

1. Choose New invoice in Money. Or, from a client, open the … menu, choose Billing, then New invoice.
2. Choose the Client.
3. Under What for, pick one of your products, or choose Custom amount and enter a description, amount and currency. A custom invoice can add Session credits too.
4. Check the Due date.
5. Add a Discount if you're giving one. It can't be more than the amount.
6. Add Notes to the client if needed. They appear on the pay page, so this is the place for bank details if they'll pay by transfer.
7. Choose Issue invoice.

The invoice is numbered with your prefix and appears under Invoices, marked Open.

Send the pay link

Open the invoice and choose Copy link next to Pay link. Send it however you normally talk to that client: a message, email, WhatsApp.

Anyone with the link can see the invoice and pay it. There is no sign-in, because the link itself is the key. Send it only to your client.

What your client sees

The pay page shows who the invoice is from and what it is for, the issue and due dates, any sessions included, the discount and your notes. Your business address, tax number and footer appear when you have set them.

• With card payments connected: a Pay by card button opens Stripe's secure checkout. Card details go to Stripe and never reach Workout Titan.
• Without card payments: the page tells them to pay you directly, by bank transfer or in person, and shows your notes.

Once paid, the page says so and you are notified. More on the client's side in Paying an invoice from your coach.

Reminders

Choose Send reminder on an open invoice to nudge your client. The reminder goes to their Workout Titan app, not by email. The invoice shows how many reminders have been sent.

Reminders also go automatically once the due date has passed, for clients who have Payment reminders switched on under Manage client.

Invoice statuses

• Open: issued and not yet paid.
• Overdue: open and past its due date.
• Paid: paid by card, or marked paid by you.
• Void: cancelled. The pay link no longer works.
• Refunded: refunded in full.
• Written off: no longer expected to be paid.

When a client pays you some other way, or you need to cancel or refund, see Marking an invoice paid, voiding it and refunding.