● Convert session packages or coaching plans into clean, professional invoices in seconds.
● Stay organized by detailing session types, frequency, duration, and progress assessments.
● Minimize errors with required fields and auto-calculated totals.
● Present a polished, branded invoice that reflects the credibility of your coaching services.
● Get paid on time by clearly outlining payment terms, installment plans, and session fees.
● Track clients’ sessions, goals, packages, and payments in one simple system.
● Set clear policies on cancellations, rescheduling, and late fees to protect your business.
● Securely store client information and invoice history for easy reference and follow-ups.
● Keep digital records for streamlined accounting and progress tracking.
● Ensure consistency and professionalism across one-on-one coaching, group workshops, and online sessions.
● Made for cognitive coaches – Bill for one-on-one sessions, workshops, progress reviews, and custom training plans.
● Boost your professional image – Branded invoices communicate trust and structure to clients.
● Encourage timely payments – Clear breakdowns reduce confusion and make payment simple.
● Streamline your workflow – Easily manage client history, sessions, and financial records.
● Use our easy invoice generator – Build client-ready invoices in minutes.
● Include the following details:
Your name, business name, logo, and contact info
Client’s name and coaching start date
Session breakdown (e.g., “1-Hour Focus Training,” “4-Session Memory Booster Package,” “Weekly Group Coaching”)
Pricing, taxes, payment terms, and total due
Any applicable notes on scheduling, assessments, or follow-ups
● Let us handle the math – Subtotals and totals are automatically calculated.
● Save and send – Download as a PDF or email the invoice directly to your client.
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