Charges and instalments

Open My account → Payments and check that Stripe is connected and enabled to accept payments. If information is required, follow the instruction and check the status again.

In Clients, open the record and select Charge. Check the name before completing the form.

Complete What for with a charge description. It appears on the client page and is required.

Enter the amount without a currency symbol. For a single charge, it is the total. For instalments, it is the amount of each instalment, not the plan total. Check decimals.

Select the currency. Check that it matches the amount and, for instalments, the selected series.

In How many instalments, leave 1 for one payment. For several scheduled charges, follow the instalments section.

In Require them to sign before paying, select a pending client agreement when needed. Leave No signature needed if this step is unnecessary.

Enter from 2 to 60. Above 1, interval and series appear. The plan must be linked to a client.

Review the summary. For example, 6 instalments of 150 total 900 in the chosen currency. If incorrect, correct amount or count before creating.

In How often to charge, choose every month, every two months or every three months. Review it together with count and amount.

In Which series to invoice with, choose the invoice or receipt series. Check type and currency before creating the plan.

Review fields and select Create the charge. Wait for the result. On error, correct the indicated data; do not assume a link was created.

Select Copy the link. Paste it into your client message and confirm sending in that channel. Copying does not automatically send a notification.

Select Open the payment form. Check description, currency, amount and any required agreement. Opening it does not create another charge.

In Invoicing, open an issued, unpaid invoice and select Charge. Its number and total are used to generate the link; no retyping is needed. Check the result before sharing.

In My account → Payments, check Mark my invoices when Stripe collects. When enabled, invoices linked to payment can be marked automatically. When disabled, check payment and record it in Invoicing.

If signing is requested first, open the agreement through that access and sign. Then return to the payment link. Payment cannot continue while the required agreement remains pending.

The person opens the link and checks description and amount. If incorrect, contact the coach before entering payment details. The card form appears when the charge is available.

After confirming payment, wait for the result. If paid is shown, do not repeat payment. If the bank requests verification, complete it and wait for confirmation.

The first payment uses the link. Later payments are attempted on the saved card at the chosen interval. If an instalment fails or needs authorisation, review the notice and its status before acting.

If the charge belongs to an invoice, open Invoicing and check its payment status. For instalments, check documents in the chosen series. For a single payment without an invoice, reopen its link to check confirmation. A newly generated link does not confirm payment.