Creating Invoices Without Stripe or PayPal Integration

CoachVantage supports integrations to Stripe and PayPal as payment gateways. However, even if you don't integrate to these payment gateways, you can still send invoices to clients, without the ability for them to make payments online.

You will need to manually record offline payments made by clients if you don't integrate Stripe or PayPal to CoachVantage.

Additionally, some clients may prefer to make offline payments by check or cash. You can still manually update your invoices by following the steps below:

1. Create An Invoice 🧾

Refer to How to Create One-off Invoices and Recurring Invoices for a more detailed steps of creating invoices.

2. Select the Invoice You'd Like to Update 👇

On the left-hand ribbon, click Invoices. 

Select the 3-dot button menu on the invoice you'd like to update. Next, click View Details.

Selecting the invoice would bring you to View Invoice page as shown below.

3. Click Record Payment ⏺️

Once you select Record Payment, the Add Payment pop-up would appear.

You can then enter the relevant information and choose the payment method which includes cash and check.

4. Save 💾

After you click Save, you should be able to see the new record in the invoice payment history.