For personal trainers, therapists, and tutors

Invoicing for personal trainers and coaches

Your income arrives in sessions, blocks, and memberships, not one invoice on one day. Whether you coach, treat, or tutor, quote a programme, take a deposit to book a block or run a membership that bills itself, and let every payment chase itself and settle by card.

Your first 3 invoices are free to send, no card needed.

How the money works

Billing that runs on your schedule

1

Quote a programme

Send a priced proposal your client accepts online: a training block, a course of treatments, or a term of tutoring. Turn on follow-ups and a quiet quote nudges itself. See how quotes work.

2

Take a deposit, or set a membership

Booking a block up front? Ask for a deposit as a percentage or fixed amount, or split the fee into instalments. For regulars, set a membership once. See deposits and payment plans.

3

It invoices on schedule

A monthly membership invoices itself: on each date, Sendinvo raises the next invoice and emails it, with the right number in your sequence. See recurring invoices.

4

Chased and paid

Add a card payment link so clients pay online, and switch on reminders so a missed session fee chases itself, gently and in your words.

Built for session-based work

Memberships, blocks, and packages, billed over time

Coaching income doesn’t fit a single invoice on a single date. It’s a membership one month, a block of sessions the next, a course of treatments or tutoring after that. Sendinvo bills each of those shapes, and does the chasing for you.

A membership that bills itself

Set a recurring schedule for each member and every month’s invoice is raised and sent automatically, with reminders on any that fall overdue. Pause it when a client takes a break, and resume when they’re back.

A block, paid up front or in parts

Take a deposit to book a session block, then collect the balance before the last session, or split the whole programme into instalments that each fall due on their own date.

Paid, and marked off on its own

Clients pay by card, or you record a cash or bank payment by hand. Either way, each invoice marks itself off the moment the money lands, and keeps every client’s history in one place.

See it in action

A coaching business, seeded and running

The real app, filled with a trainer’s books: monthly memberships on schedule, a session block with a deposit taken, a programme quote in follow-up, and an overdue membership on reminders. Have a click around.

sendinvo.com/invoices

A live demo seeded with a coaching business. Nothing you do here is saved or sent.

A worked example

An £810 session block, half up front

One block, a deposit to book it, and the balance chased before the final session.

Invoice for a 12-session block
Deposit to book the block, 50% £405.00 Paid
Balance, before the final session £405.00 Due 12 Aug
Total £810.00

The deposit books the block; the balance is chased before the final session, and both are payable by card.

Questions

Good to know

Can I run a monthly membership that invoices itself?

Yes. Set a recurring schedule for each member and Sendinvo raises and emails every month’s invoice for you. Pause it when a client takes a break, and resume when they’re back.

Can I take a deposit to book a block of sessions?

Yes. Ask for a deposit as a percentage or a fixed amount, with its own due date, and the reminder engine chases it first. Once it’s in, chasing moves to the balance. Deposits are on a paid plan.

Can I split a programme into instalments?

Yes. Split the fee into a payment plan, two or more instalments each with its own amount and due date, adding up to the total. Sendinvo chases one at a time as each payment lands.

Can clients pay by card?

Yes. Connect Stripe and clients pay by card: the deposit, the next instalment, the full balance, or a custom amount. The invoice marks itself off the moment a payment lands.

What happens if a payment is missed?

Turn on reminders and an overdue invoice chases itself on a schedule you set, gently and in your words. When the payment lands, the chasing stops on its own.

Set it up once, then get paid on schedule.

Send your first quote free and let the deposits, memberships, and chasing run themselves.