Client Invoices - My Wellness Coach

Click on the column headings to sort or enter any text to filter the table.

Client / Invoice#	Total Amount	Payment Status	Email Status	Action
Lucy Lehman - LL-001	$5000.00	Outstanding	Email not sent	View invoice and Admin functions

Create a client invoice

Enter the details for the invoice.

Title *

Client Full Name *

Client Email *

Invoice Number *

Invoice Date *

Due Date *

Invoice Amount *

Invoice Status *

Client Note

What you add here appears below the invoice amount and dates and before the standard closing.

Include Booking Link

Click to include the text "Please use the Booking Calendar to book your next session." on the invoice.

Include Client Agreement

Click to include the Client Agreement PDF when you send the email.

Date Paid (or cancelled)

Select the date that the invoice was paid or cancelled.

Email Sent

Automatically updated when invoice email is sent.

Email Sent Date

Client Agreement PDF