Is CoachPro Tools invoicing a receipt generator or real invoicing?

Real invoicing. It has your own series and numbering, configurable tax with its name and rate, draft, issued and paid states, and voiding with a recorded reason. That is what it takes for your accountant not to hand the work back, which is the difference between an invoice and a nice-looking page with an amount on it.

Can I have several invoice series?

Yes. You define your own series and each carries its own numbering. Useful if you separate, say, individual clients from corporate ones, or if you need a different series per year.

Can I configure the tax?

Yes, with its name and its rate. That matters because sales tax is not called the same thing or set at the same rate everywhere, and a platform that only understands one fixed rate from its home country stops being useful the moment you invoice outside it.

Is the invoice connected to everything else?

Yes. Every invoice belongs to a client record, alongside their sessions, their contract and their goals. It is not a separate module you have to retype the details into: client, session, agreement and invoice are connected.

Invoicing

Invoices your accountant will not hand back

Series, numbering, configurable tax, states and voiding with a reason. Not a receipt with an amount on it.

The short answer

This is real invoicing, not a receipt generator. It has your own series and numbering, configurable tax with its name and rate, draft, issued and paid states, and voiding with the reason recorded.

That list sounds bureaucratic right up until the day your accountant asks for a voided invoice and you cannot explain where it went.

What it includes

Your own series

You define them. Useful for separating individuals from companies, or by year.

Numbering per series

Each series carries its own sequence, as it should.

Tax with name and rate

Not one fixed rate: you configure it, with the name used where you are.

Draft, issued and paid

You know where every invoice stands without keeping a separate sheet.

Voiding with a reason

Not deleted: voided, with the explanation recorded.

Tied to the client record

Alongside their sessions, contract and goals.

Why configurable tax matters

Sales tax is not called the same thing or set at the same rate everywhere. A platform that only understands one fixed rate from the country it was built in stops being useful the moment you invoice outside it.

Here you configure it with its name and rate, so the invoice comes out the way it has to where you are.

Frequently asked questions

Can I have several series?

Yes, and each carries its own numbering. Useful if you separate individuals from companies or need a different series per year.

What happens if I void an invoice?

It is voided with the reason recorded. It is not deleted and does not disappear: it keeps its state and its explanation.

What about taking payment?

Separate, and also included. Payments work by connecting your own Stripe account: the money goes straight to you and there is no platform commission.

Is it paid separately?

No. Included on all three plans with no cap on invoices: monthly 30 USD, annual 157 USD or Lifetime 297 USD as a one-off.

Keep reading

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