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Send invoices and track payments in one place.

Send an invoice from the client record and see whether it is paid, outstanding, or overdue. Packages, deposits, and recurring invoices stay connected to the same client.

Start Free Trial14 days of Pro free. No payment info required.
CoachBase invoices list showing paid, sent, draft, and overdue coaching invoices
Track sent, paid, and outstanding invoices.

What you can do

  • Create and send invoices from the client record.
  • Collect online payments through Stripe, with payouts to your bank.
  • Sell packages and see remaining sessions without a side spreadsheet.
  • Run recurring invoices for retainers.
  • Take deposits at booking and issue refunds on the same record.
  • Log cash or check payments by hand when a client pays that way.
  • Automated payment reminders on Pro and Practice.

From session to payment.

Create an invoice on the client record, collect payment through Stripe, and check its status without moving client details between apps. You can also record cash or check payments.

Packages keep prepaid sessions together. Recurring invoices support retainers, while deposits let you collect a payment at booking.

Follow up without rewriting the reminder.

Pro adds automated payment reminders. Solo includes creating and sending invoices, collecting payments, and tracking unpaid balances. Payment processing is charged at Stripe's rates plus 1%.

Questions coaches ask

Can I invoice coaching clients online with CoachBase?
Yes. You create and send invoices from the client record and collect payment online through Stripe. Paid, unpaid, and overdue stay visible in the practice.
Does CoachBase support coaching packages and retainers?
Yes. Service packages and recurring invoices are on every plan, so you do not need a spreadsheet for prepaid sessions or retainers.
What are the payment processing fees?
CoachBase uses Stripe. You pay Stripe's rates plus 1%. Payouts go to the connected Stripe account.
Are payment reminders included on every plan?
You can send invoices and track payments on Solo. Automated payment reminders are on Pro and Practice.

Also in CoachBase

Related reading

Spend less time following up on payments.

Try invoicing and packages with the rest of your practice in CoachBase.

Start Free Trial14 days of Pro free. No payment info required.