Coaching invoicing and payments
Send the invoice. Get paid your client's way. And we never take a cut.
Bill for a session in a couple of clicks, or have the invoice go out when you mark the session done. Clients pay by card, PayPal or Interac e-Transfer, straight into your own account. The unpaid ones chase themselves, receipts send on their own, and your income adds up beside the sessions it came from.
- You are the merchant of record
- Card, PayPal or Interac
- No cut of your payments
Free during the private beta. Beta coaches keep 40% off for life.
- Jordan Diaz, June packagePaid
- Sam Kwan, session 2Reminder sent
What it carries for you
The awkward email, written and sent for you.
Billing is the admin that piles up quietly: the invoice you meant to send, the reminder you kept putting off, the receipt nobody asked for until tax time.
- InvoiceSession marked done. Invoice sent with a pay link.
- PaidJordan paid by card. Receipt sent on its own.
- e-TransferAn Interac deposit matched to Sam’s invoice. One tap to confirm.
- OverdueA friendly reminder went out. You did not have to write it.
- Prep$240 outstanding, shown before your next call with Avery.
Get paid your way
Take the payment your client already prefers.
Some clients reach for a card, some live in PayPal, and in Canada plenty still send an Interac e-Transfer. Take all three. On every one of them you are the merchant of record, the money goes straight to you, and CoachTide never takes a percentage.
Cards through Stripe, in one click
Connect Stripe in a click, or bring the keys to the Stripe account you already have. Either way the money lands in your account.
PayPal
For the clients who live in PayPal. They pay from the same invoice, into your own PayPal account.
Interac e-Transfer, matched for you
Forward your deposit emails to your private CoachTide address. Each one is matched to the right invoice, and you confirm it with a tap.
Invoice the work
Billing that starts when the session ends.
Decide once what happens when you mark a session complete: nothing, a draft for you to check, or an invoice sent with a pay link. Bill a single session or a whole package, and the invoice is tied to the session and client it came from.
- Invoice on completion, as a draft or sent, or by hand
- Packages billed up front or in instalments
- Discount codes and per-client prices for packages
- Canadian or US dollars, set per client
- Invoices to a separate billing contact, such as an employer, with no coaching details
- No-show fees credited to the next session, so nobody is billed twice
- Coaching session, 50 min$240.00
- Total due$240.00
The client can pay with
Follow-up, handled
Unpaid invoices that chase themselves.
The reminder is the part everyone puts off. CoachTide sends it for you, and keeps the rest of the paper trail too.
Overdue reminders
Choose when a sent invoice counts as overdue, and a polite reminder goes out on its own. Send one by hand whenever you like.
Receipts, sent for you
When a client pays by card or PayPal, a receipt goes out on its own. When you record an e-Transfer or mark an invoice paid yourself, one tick sends it.
Refunds from inside CoachTide
Refund all or part of a card payment without opening Stripe. A refund made in Stripe itself shows up here too.
The balance before the call
An outstanding balance shows up in your prep before the next session, so money never surprises you in the middle of one.
Automatic card payments
Retainers and plans, with the client's yes.
For a monthly retainer, a fixed set of instalments, or a charge after each session, a client can save a card on your Stripe account. They do it themselves, after signing their agreement, and they see the exact terms before they agree.
- Charged only with the client's signed consent
- The client can stop automatic payments from their own portal
- For charges after each session, a higher rate waits until the client agrees to it
- Swap in a new card without starting over
- Jul 1$480.00Next charge
- Jun 1$480.00Paid
Card ending 4242, saved with consent on the client's signed agreement.
Income at a glance
Know what your practice actually earned.
Every invoice is tied to the session and client it came from, so paid and outstanding totals are always current, per client and per month, with no month-end reconciliation across apps.
Private by design
How this protects your clients
Questions
Coaching invoicing, answered
Does CoachTide take a percentage of my payments?
No. You pay one flat subscription, and client payments go straight to your own Stripe or PayPal account. Stripe and PayPal charge their own usual processing fees; CoachTide adds nothing on top.
Do I need a Stripe account already?
No. Connect Stripe in one click and it walks you through setting one up, or bring the keys to an account you already have. PayPal and Interac e-Transfer work without Stripe at all.
How does Interac e-Transfer matching work?
Forward your e-Transfer deposit emails to your private CoachTide address, or set your inbox to do it for you. Each deposit is matched to the open invoice it most likely pays, and nothing is marked paid until you confirm it.
Can I charge a client’s card automatically?
Yes, for retainers, instalments, or after each session, but only once the client has signed their agreement and saved a card themselves, agreeing to the terms. They can stop it from their own portal at any time.
Which currencies can I bill in?
Canadian dollars or US dollars, chosen per client, so a coach with clients on both sides of the border bills each in their own currency.
Can an employer pay for a client’s coaching?
Yes. Add a billing contact and invoices go to them. Session details, notes and portal sign-in links never do.
Get paid without the admin tax. Keep every dollar you earn.
Send the invoice from where the work happens, and let the chasing run itself.
