COACHKIT GUIDES
Knowledge Center
From your first client to your next chapter.
Payments & invoices
7 articles
Connect payments, collect balances and sell products.
Payments & invoices · Owners
Connect payments and confirm you can accept cards
Complete the connected account setup before collecting online payments.
1 min read
Payments & invoices · Owners
Create invoices and download client invoice PDFs
Use custom or package invoices and find individual or bulk downloads.
1 min read
Payments & invoices · Owners
Collect full or partial invoice payments
Distinguish manual receipts, card-on-file charges and outstanding balances.
1 min read
Payments & invoices · Everyone
When to use session credits versus a Drop In Rate
Fund each booking once, using eligible entitlement first.
1 min read
Payments & invoices · Owners
Understand recurring membership and package billing
Know what triggers a cycle and what signing or payment failure does not prove.
1 min read
Payments & invoices · Owners
Create products and use the point of sale
Build your product catalog and review a multi-item sale.
1 min read
Payments & invoices · Owners
Manage products and inventory stock
Review stock counts, create products quickly and inspect movement history.
1 min read