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How do you add a payment in Coachably?

TL;DR: Open the Payments screen, click Create Payment, pick the client, enter the amount, due date and a description, then click Save. The payment shows up on the client’s list right away.

How do you add a payment?

  1. Go to the Payments screen and click Create Payment.
  2. Pick the client from the list. If you’re adding the payment from a client’s profile, skip this step — the client is already selected.
  3. Enter the Amount — it has to be a number greater than zero.
  4. Choose the Due Date. Any date works — today, a future date, or a past one (handy when you’re logging an overdue payment).
  5. In the Description field, enter what the payment is for.
  6. Click Save.

Every field is required. If something’s missing or the amount isn’t valid, you’ll see a hint next to the field.

What happens after you add a payment?

The payment lands in the selected client’s Payments tab right away. A new payment has the status Created and shows under Upcoming Payments.

It’s a tracking record — the client isn’t charged automatically. Payments don’t need any payout setup or a card on file.

In the Payments tab, payments are grouped by status: Overdue, Upcoming, Paid, Refunded and Cancelled. A summary at the top shows the totals and amounts.

How do you edit or delete a payment?

  1. Open the client’s Payments tab and click the payment.
  2. Change its status (for example to Paid) or edit the details.
  3. To remove a payment, tap the trash icon at the top and confirm in the Delete Payment dialog.

FAQ

Can I add a payment without picking a client from the list? Yes, if you add it from a client’s profile — the client is already selected. On the Payments screen you pick the client from the list.

Can the due date be in the past? Yes. You can set a past due date — useful when you’re logging an overdue or already-paid payment.

Is the client charged automatically? No. A payment is a record you track manually. You change its status yourself once the client pays.

Can I change the amount or status later? Yes. Open the payment in the client’s Payments tab, change the status or edit the details.

See also