For coaching businesses
Invoice Crowd lets coaches present the engagement in a proposal, share a reusable payment link or schedule recurring invoices, collect payments and keep every client balance visible.
The workflow
From the signed proposal to the monthly invoice, every coaching package is billed from the same account, and each client's balance stays in view.
Package, price and terms before payment
Describe the package, its price, the payment terms and your conditions, and the client approves and signs it in the browser. Keep private session goals out of the finance document.
A link the client pays online
Turn a fixed package into a payment link and share it anywhere. The client pays online, becomes a customer automatically and gets an invoice, so there is nothing to set up by hand.
Use a visible schedule for the stable fee
On a paid plan, put a flat monthly fee on a recurring invoice and see when the next one goes out, with each payment recorded against the client's balance. When the fee buys a set number of hours each month, a retainer counts the hours you log against it and bills any extra on the next invoice.
Why it fits
Packages, instalments and monthly plans all end in the same place: an invoice the client can pay online.
Sell the package in a signed proposal or a payment link, and every payment lands against the client's balance.
Estimates, invoices, payments and the balance for each client, and a portal where they can see them too.
Connect Stripe, PayPal, Square or ten others and clients pay from the invoice or the payment link. PayPal works on the free plan too.
Invoice an international client in their currency while your reports total in yours.
Also included
These sit in the same account as your proposals, payment links and invoices.
Split a package into a deposit and instalments, each with its own due date, and the client pays each part from the same invoice.
Run a monthly coaching plan as a subscription: once the client approves it, their card is charged each month through Stripe, Square or another gateway. Clients can cancel a Stripe or Square subscription from their portal. Paid plans.
Refund a payment made on an invoice through Stripe, PayPal and six other gateways, straight from the invoice. This works on one-off invoices, not subscriptions or payment links.
A package paid up front is held as an advance with its own receipt, then applied as you invoice the sessions.
Reminders go out before and after the due date. Set a flat or percentage late fee when you send the invoice, and it is added automatically if the invoice is still unpaid after the due date.
Clients you invite sign in to see every invoice you sent them, what they have paid and what is still due.
Start from 40+ proposal templates and keep your terms, method and bio in a content library for the next client.
Keep sessions, workshops and assessments as saved items with their prices, then add them to any proposal, estimate or invoice.
When you compare tools, test each one on the same job: a package, a partial payment and a finite billing schedule.
Questions
Yes. Describe the package in a proposal the client signs, or sell it from a payment link the client pays online.
Yes, on a paid plan. A recurring invoice bills a flat monthly fee, and a retainer counts the hours you log against a monthly allowance. Neither books the sessions themselves.
Use Invoice Crowd for proposals, package pricing, payment links, recurring invoices, payments and client balances alongside your preferred scheduling or program-delivery platform.
No. Keep confidential session notes and client-progress information in an appropriate, access-controlled system. Finance records only need the commercial detail required to explain the charge.
Yes. Split the package into a deposit and instalments, each with its own due date, or allow partial payments with a minimum amount. The client pays each part from the same invoice.
Yes. Clients you invite to the customer portal can sign in to see every invoice you sent them, what they have paid and what is still due.
Send the proposal or share the payment link, split the fee into instalments and let reminders follow up on the late ones.
