Generate and send professional, branded invoices based on client agreements.
Customize invoices as necessary with discounts, taxes, and miscellaneous items.
Skip the tedious invoicing process. In one action, you can create all your monthly invoices for every client, group, product, and service.
Link client agreements to your online billing system, and invoice per project, per appointment, or per month.
Payments & Receipts
Process payments (credit card, PayPal, cash, check, barter, or waiver) and send email receipts to your clients. Clients can also log in to the secure client portal to process their own payment.
Track open and paid invoices, as well as projected income based on client agreements.
Organize your revenue based on “account” type to track the effectiveness and profitability of each type of service you offer (individual sessions, group coaching, teleclasses, events, etc).
Export your invoice and payment history into QuickBooks to compile all of your financial information in one accounting software.
The Coaches Console system supports international currencies.
You can receive payment in US dollars, Euros, or any another international currency supported by the payment processor you integrate your Console with.