Send a payment request to a client

Where: Web, for coaches

Your Stripe account must be connected and verified first.

1. Open Payments. You start on the Overview tab.

2. Choose New Payment Request. The Create Payment Request window opens.

3. Search for and pick the client.

4. Under Package, pick a package. Or pick Custom Amount to enter your own.

5. For a custom amount, enter the Amount. Add a Description (Optional). Pick the Payment Type: One-Time Payment or Subscription. For a subscription, pick a Billing Interval: Weekly, Monthly or Yearly.

6. Choose Create & Send Request.

The client gets an email and a notification in the app with a payment link. You land on the Requests tab.

The Requests tab lists your pending requests under Pending Requests. Each request has icon buttons. Hover over an icon to see its name:

• Copy Payment Link to send the link yourself.

• Resend Notification to send the email and notification again. This shows only if the client has an email.

• Cancel Request, then Yes, Cancel in the Cancel Payment Request window. To keep the request, choose No, Keep It.

To see one client's payments, choose the client's name on a request.

Common questions

Why is New Payment Request greyed out?

Stripe is not ready to take payments yet. Hover over the button. It says "Complete Stripe verification in Payments before creating payment requests." Finish setup in "Connect Stripe to get paid." If the button works but the request does not send, you may still need to finish identity verification.

Why can't I change the amount?

When you pick a package, the package sets the amount and payment type.

Can I cancel a request that was already paid?

No. You can cancel and resend only pending requests.

Can I send a request to someone who is not my client?

No. The client must already be one of your clients.