Sign inStart free

Course

Get paid for your coaching

Set up billing in Coaching on the web and send your first invoice. You will connect Stripe, set up the sessions, packs and plans you sell, and track session credits. It also covers recurring billing and how to handle cash, voids and refunds.

  • 7 lessons
  • 50 min
  • For coaches
  • Progress tracked
Start course

What you'll learn

By the end of this course, you'll be able to

  • Connect your own Stripe account and know what it costs
  • Set up single sessions, session packs and monthly plans to sell
  • Issue an invoice and send your client a pay link
  • Track a client’s session credits and keep the balance accurate
  • Start a recurring plan, and pause, end or cancel it
  • Record cash and bank transfer payments, void mistakes and give refunds

Before you start

  • A Momentum plan or above, because billing is gated
  • Bank details and a form of ID, if you want to take card payments
  • At least one client to invoice

Lessons

  1. Lesson 1: Getting paid in Coaching on the web

    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.Explainer·2 min read

  2. Lesson 2: Connecting Stripe to take card payments

    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.Guide·2 min read

  3. Lesson 3: Products: single sessions, session packs and plans

    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.Guide·2 min read

  4. Lesson 4: Sending an invoice and the pay link

    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.Guide·2 min read

  5. Lesson 5: Session credits: packs, balances and expiry

    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.Explainer·2 min read

  6. Lesson 6: Recurring plans: renewals, pauses and end dates

    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.Guide·2 min read

  7. Lesson 7: Marking an invoice paid, voiding it and refunding

    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.Guide·1 min read