The CoachAccountable Blog

What's new with the CA platform, tutorials on using it, and customer spotlights.

Archive for Client Invoicing

Accept Client Payments online now via Stripe and Authorize.net

Since its release, even WAY back in the 1.0 days, CoachAccountable has allowed coaches to accept invoice payments online via PayPal.  It felt like the time was right to open this up to a wider range of payment processors.

Now coaches can offer their clients a way to pay their invoices online with Stripe or Authorize.net.

Not affiliated, respective trademarks, etc. etc. :)

Not affiliated, respective trademarks, etc. etc.. :)

» Continue reading “Accept Client Payments online now via Stripe and Authorize.net”

Billing Mega Remix

There was a time, late last April, when I received some feedback about CoachAccountable’s system for client invoicing.

It was critical but fair, and pointed to a lot of the shortcomings one is bound to find in a system that presents itself as purposefully lean and minimal.  It was a reminder of a fact that I well knew but resisted: CoachAccountable client invoicing was a far cry from the level of polish and quality found everywhere else in the system.

To explain why, we need just a little historical perspective.  Client invoicing was truly the bastard step-child of the system, left over from the 1.0 days and never really given the sort of love of a re-write which most of the rest of CA received when I created version 2.  Prior to launch it was never important enough to prioritize among so much else to work on, and I was perhaps too sentimental to axe it completely.  In the FAQ’s I gave a small apology on the matter: in response to the hypothetical question “What about invoices with broken-out line items? Or taxes? Or reports for my accountant?” I wrote the following:

Sorry, the billing setup of CoachAccountable is deliberately lean and mean, and indeed will probably fall short for more complex scenarios.  CoachAccountable is not meant to be a full on invoice and accounting solution, so if these tools fall sort there are other great online options that do it better than CA ever could.  I’m a fan of Freshbooks myself.

Content as I was to not reinvent the invoicing wheel, I still found this particular earnest criticism of the neglected feature really cut home:

I understand the desire for the lean mean look, it’s strange but when people are spending top dollar for coaching, I like my invoice to reflect some care… just a thought.

CA invoices didn’t reflect any care?  “Holy moly he’s right” I lamented to myself.  I resolved that I needed to remove billing if this is what it’s like.  Then I looked into how many coaches were actively using it: about 30% of my then modest collection of customers.

» Continue reading “Billing Mega Remix”