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Payments
Everything you need to know about the payments feature.
+2
35 articles in this collection
Written by
Kyle Pomerantz,
Helen Kang,
Brian
and 2 others
TrueCoach Payments
Accepting client payments through TrueCoach
Written by
Audrey Arthaud
Updated over a week ago
Statement Descriptors
How do I avoid clients disputing a charge?
Written by
Audrey Arthaud
Updated over a week ago
Payouts
Show me the money!
Written by
Audrey Arthaud
Updated over a week ago
How to Migrate to TrueCoach Payments
Already running a separate payments processing platform alongside TrueCoach to collect payments from your clients?
Written by
Audrey Arthaud
Updated over a week ago
Negative Payouts
Why is my payout number in parentheses?
Written by
Audrey Arthaud
Updated over a week ago
Team Account Payments
Can coaches on my team use Payments?
Written by
Audrey Arthaud
Updated over a week ago
Applying Discounts to Subscriptions
How do I add a discount or coupon code to a client's subscription?
Written by
Audrey Arthaud
Updated over a week ago
Billing Frequency
What billing cycles are available for your clients?
Written by
Audrey Arthaud
Updated over a week ago
Payments from Client View
What do my clients see?
Written by
Audrey Arthaud
Updated over a week ago
Managing Subscriptions
Automatic Billing
Creating auto-renewing payments for your clients
Written by
Audrey Arthaud
Updated over a week ago
Canceling Subscriptions
How to cancel a client's subscription
Written by
Audrey Arthaud
Updated over a week ago
Creating a Subscription
Start taking payments from your clients
Written by
Kyle Pomerantz
Updated over a week ago
Delinquent Clients
When clients don't pay on time...
Written by
Audrey Arthaud
Updated over a week ago
Editing Subscriptions
Once I have created a subscription for my client, how do I change it?
Written by
Kyle Pomerantz
Updated over a week ago
Subscriptions Overview and FAQ
Everything you need to know about subscriptions
Written by
Audrey Arthaud
Updated over a week ago
Subscription Statuses
What does "trialing" mean?
Written by
Kyle Pomerantz
Updated over a week ago
Setup
Applying Tax to a Subscription
Charging your clients sales tax
Written by
Audrey Arthaud
Updated over a week ago
Archiving Products and Pricing Plans
Need to delete a Product or Pricing Plan?
Written by
Audrey Arthaud
Updated over a week ago
How to Update Your Bank Account or Card Information
Written by
Helen Kang
Updated over a week ago
Connecting to Stripe
A step by step guide to making sure you get paid
Written by
Kyle Pomerantz
Updated over a week ago
Products, Pricing Plans, and Subscriptions
Three easy steps to start charging your clients through TrueCoach Payments
Written by
Audrey Arthaud
Updated over a week ago
Splitting Client Payments
How do I split my client's payment?
Written by
Audrey Arthaud
Updated over a week ago
Prorating Subscriptions
Let's math
Written by
Audrey Arthaud
Updated over a week ago
Payment FAQs
Disputes
My client has disputed a charge, what do I do?
Written by
Audrey Arthaud
Updated over a week ago
Failed Payments
Uh-oh! What happens when clients' payments fail?
Written by
Audrey Arthaud
Updated over a week ago
Issuing Refunds
How do I refund my client's payment?
Written by
Kyle Pomerantz
Updated over a week ago
TrueCoach Payments: International Release
Why can't I use Payments? When will it be available internationally?
Written by
Audrey Arthaud
Updated over a week ago
Payments Notifications
How do you and your clients keep up with billing activity?
Written by
Kyle Pomerantz
Updated over a week ago
Subscriptions Quick FAQs
A quick guide to the most important questions about subscriptions.
Written by
Kyle Pomerantz
Updated over a week ago
Understanding Invoices
Written by
Audrey Arthaud
Updated over a week ago
Understanding Processing Fees
Written by
Audrey Arthaud
Updated over a week ago
Email Verification
Coach Email Verification
Verify your email with TrueCoach
Written by
Taylor Homes
Updated over a week ago
Email Verification Information
Everything you need to know about email verification for your clients
Written by
Brian
Updated over a week ago
How does an in-person client verify their email address?
This article describes how to verify an in-person client's email address so that you can add a subscription to their profile
Written by
Brian
Updated over a week ago
[Client] How to verify my email address?
A step by step guide on how to verify your email address
Written by
Brian
Updated over a week ago