Invoices and payments

CoachKeep turns a won client into an invoice and keeps track of what has been paid, what is owed and what is overdue.

Invoices

• When a lead is marked won, CoachKeep offers to raise the invoice.
• Line items in rupees, with optional GST at the rate the practice sets and its GSTIN on the invoice. Invoice numbers run in order.
• Send by email, share on WhatsApp from the coach's phone, or download the PDF.

Payments

• Record each payment as it arrives: UPI, bank transfer, cash, card or cheque, with an optional reference. The balance updates.
• Part payments are normal: an invoice can be paid in any number of amounts.
• A payment recorded by mistake can be taken back, with a reason that stays on record.
• CoachKeep does not process payments itself and does not create online payment links today. Money goes directly from the client to the practice.

Instalment plans

One invoice can be due in parts, each with its own amount and due date, for example a three-month programme paid monthly. CoachKeep shows which part is due next and which is late.

Reminders and overdue invoices

• Overdue invoices appear on Today.
• A payment reminder email can be sent, at most once a day per invoice.

Revenue and renewals

• Revenue from what has actually been paid.
• Renewals: clients whose programme is ending come up so the practice can offer the next one.

Last updated 5 November 2026. Questions? Support.