Track invoices and client payments

Add and update invoices

Open a client's profile and go to the Billing tab. Add an invoice with its amount and due date; it's shown in the client's billing currency. Each invoice is Pending until you mark it Paid. Overdue invoices are flagged on the client and in your notifications.

Let clients pay you directly

Money goes straight from your client to you. CoachevaOS never handles or holds payments, so there are no extra fees from us.

1. 1Open Profile and find How clients pay you. Add your UPI ID, a payment link (Razorpay.me, PayPal.me, a Stripe or Wise link) and any bank details, then save.
2. 2When you add an invoice you can also paste a payment link for that exact amount.
3. 3Clients open Payments in their portal and tap Pay now. On a phone, a rupee invoice opens their UPI app with the amount filled in; on a computer they scan a QR code. Other currencies use your payment link or bank details.
4. 4After paying, the client taps I've paid. You get a notification and the invoice shows Client says paid until you check your account and mark it Paid.

Coaching period and renewals

Set the client's coaching period (start and end dates) on their profile. The Billing tab shows whether it's active, due for renewal or overdue, and lets you extend it.

Chasing a late payment

For an overdue invoice you can draft a polite payment reminder and send it on WhatsApp in one tap. Overdue and soon-due invoices also appear in the Reminders list at the top of the app.