Vendors and Independent Coaches commonly need to bill client companies for completed engagements and sessions.
Please Note: To activate Stripe in your account go to the Company Settings > General > Account Configuration and make sure the account is set to Sells Coaching Services.
If you don't have a Stripe account yet, create one for free at Stripe.com. Follow the steps below to connect your Stripe account to CoachLogix. Once connected to Stripe, you'll have the option to add a credit card payment link to invoices and email notifications sent to your clients.
How to Integrate with Stripe
Her are 3 easy steps to setup Stripe:
- Go to your Account Settings
- Click the Invoicing and Payments tab
- Click Connect to Stripe and follow the steps to connect.
How it Works
When you send an invoice manually, the system will ask you if you would like to collect your payment via Stripe. If invoices are created or sent automatically based on a contract, you can indicate that you'd like to collect payments via Stripe on the contract.
To learn more about contracts click here.
Clients will receive an email notification with an attached PDF of the invoice. They can make payments from a link in their email without logging into the CoachLogix app, or if they log in they will see a link to provide payment info inside their CoachLogix account. If payment is collected via Stripe it will automatically mark the invoice as paid in the vendor's account and the vendor will receive a notification email that payment has been made.
The Stripe transaction fee is your standard 2.9% credit card processing fee. CoachLogix adds an additional transaction depending on your plan.
Pro Plan = 2.9% + 30¢ per transaction.
Standard Plan = 5% + 30¢ per transaction.
Free Plan = 7.5% + 30¢ per transaction.