Overview
In Payments you record what each client owes and track its status. You can keep using this ledger with external methods or, if your plan includes online payments, collect through Stripe Connect.
Create a payment
- Click New Payment and choose the client.
- Enter the amount (in euros) and the Due date.
- For a one-off payment, choose the Modality: Individual, Duo, or Small group.
Recurring payments
If it's recurring, turn on Repeats? and set the Frequency (Weekly, Biweekly, Monthly, Yearly, or Custom) and the First charge. The system automatically generates the pending payments on each date.
Use a recurring payment for ongoing coaching and a one-off payment for single sessions.
Next steps
Once it's entered, see the methods and how to confirm and how to track the status. To explore this area in context, use the tutorial button at the top of this page.