CoachAccountable allows you to create and send invoices and receipts to your clients. If Client Invoicing is not already enabled, head to your Settings Menu >> System >> Client Invoicing. Also on this page, you can setup your online payments. If you use Stripe, Square, or PayPal, CoachAccountable can process client payments of your invoices on your behalf.
Then, head to Client Invoicing in the Top Menu.
You'll land on the Outstanding tab. Here you'll be able to create a new invoice, schedule future invoices, re-send invoices, record payments, and search for outstanding invoices, filtering by your clients or a team member's clients.
Fairly straightforward: you can search for an invoice by client or by invoice number. Narrow your search by using a specific date range, and click the gear icon to determine whether you want inactive clients included in the search. Click the search button to get your results.
The Accounts tab shows a summary of your client invoices, including total billed, total paid, and outstanding. Note that you'll see both individual clients and Company accounts here.
Click on each column header to sort clients. You can also create invoices here by clicking +Invoice.
On the Reports tab you'll find reports that help you keep track of invoicing, and can be filtered by date range and can include inactive clients if desired. These reports can be downloaded to CSV.
If you're looking to create a series of recurring invoices, split payments over time, or process payments automatically, you'll be using Engagements.