If you’re using version 3 - click here for the transition milestone dates and the transition calls.

I think I sent an invoice yesterday to a client. How can I see if I sent it, and how do I know when it has been paid by Paypal?


When you create/send an invoice a copy of it is

  1. automatically posted on your coach end in your client's file area and
  2. automatically posted on the PAYMENT Tab of your private client website for your client to see.

To see your copy of the invoice summary/details:

  1. Navigate to the Contacts menu > Client Name > scroll down on the right side to the "Invoices" section > use the link 'View all'.

  2. This will display the list of invoices that have been created for this particular client.

  3. On this Invoice Summary Screen (on the right) you will see three columns: Amount | Paid | Balance.

Amount = amount of original invoice;

Paid = if/when an invoice is paid by PayPal/Credit Card, the payment will automatically be recorded and posted in this column;

Balance = if the invoice has not been paid, the amount will display under the "Balance" column.

To the right of each invoice, you will see two options in the drop down list:

VIEW: click on this and you can view the details of a specific invoice. This is also where you would manually mark a payment made (if a client pays by check for example) and create an invoice.

RE-SEND: If you need to send another copy of the invoice, click on this link and your system will automatically resend a copy of the original invoice.

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