Processing Your First Payment

Learn how to create invoices, send them to clients, and accept payments.

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What You'll Need

  • •At least one client added to your system
  • •A package or service to bill for
  • •Stripe account connected (for online payments)
  • •Or ability to record manual payments (cash, check, bank transfer)
1

Create an Invoice

Start by creating an invoice for the client. Navigate to the Invoices section and create a new invoice.

  1. Click Invoices in the sidebar
  2. Click Create Invoice
  3. Select the client from the dropdown
  4. Set the invoice date (defaults to today)
  5. Optionally set a due date
Tip: You can also create invoices directly from a client's profile page by clicking "Create Invoice" in their billing section.
2

Add Invoice Items

Add the products, services, or packages you're billing for to the invoice.

For Each Item, Specify:

  • •
    Description: What you're charging for (e.g., "Monthly Membership", "10 Class Pack")
  • •
    Amount: The price for this item
  • •
    Quantity: Number of units (default is 1)
  • •
    Tax (optional): Add tax if applicable to your region
Quick Add: You can select from your pre-configured packages to quickly add items with pre-filled prices.
3

Review and Save the Invoice

Review the invoice total and details, then save it.

  • •The total is calculated automatically from your line items
  • •Add notes or payment instructions if needed
  • •Click Save Invoice or Save & Send
Draft Mode: Invoices are saved as drafts until you mark them as sent or sent them to the client.
4

Send to Client

Once the invoice is ready, send it to your client via email.

  1. Click Send Invoice on the invoice page
  2. The invoice email is automatically generated with a payment link
  3. Optionally customize the email message
  4. Click Send
What Clients Receive: Clients get a professional email with the invoice details and a secure payment link to pay online instantly.
5A

Accept Online Payment (Stripe)

If you have Stripe connected, clients can pay directly from the invoice email.

  • •Client clicks Pay Now in the email
  • •They're redirected to a secure Stripe payment page
  • •They enter card details or use saved payment methods
  • •Payment is processed instantly
  • •Invoice is automatically marked as Paid
  • •Both you and the client receive confirmation emails
Stripe Required: Online payments require a connected Stripe account. See our Stripe Setup Guide to get started.
5B

Record Manual Payment

If the client pays by cash, check, or bank transfer, you can record the payment manually.

  1. Open the invoice
  2. Click Record Payment
  3. Select the payment method (Cash, Check, Bank Transfer, Other)
  4. Enter the amount received
  5. Optionally add a payment reference number
  6. Click Save
Partial Payments: You can record partial payments if a client pays in installments. The invoice will show the remaining balance.

Next Steps

Congratulations on processing your first payment! Here's what to explore next:

  • •
    Set up recurring billing for memberships
  • •
    Configure automatic payment reminders for unpaid invoices
  • •
    Create package deals and class packs
  • •
    View payment reports and track revenue
Set Up StripeLearn More About Invoicing