Money · 1 of 5

Invoices

Issue invoices, take card payments, record cash, void or credit.

What it is

Issue invoices, take card payments through your own Stripe, record cash or bank payments, void an invoice or issue a credit note.

Everything it does

01

Drafts, then issue

Edit freely as a draft. Once issued, an invoice is a record and is never rewritten.

02

Paid by card

Clients pay from a link in the email or their /my page, into your Stripe.

03

Cash and bank

Record payments made any other way, in full or in part.

04

Void or credit

Void an invoice issued by mistake, or issue a credit note against one.

05

Reminders that ask for you

Polite emails before and after the due date, then Keln stops.

06

Your details

Your business name, address, tax details and numbering on every invoice.

How to use it

  1. Open Invoices from the sidebar.
  2. Create an invoice for a client and issue it.
  3. Record a payment, void it, or credit it from the invoice itself.

In your coaching

Issue Ben an invoice for last month's check-ins. They pay by card from the email, and it shows on the Money panel the same minute.

For any coach

Good to know

  • Amounts are kept in exact whole units of your currency, never rounded.

Plans

Pro and Ultra. Keln takes no cut. Compare plans

Ask Aris about Invoices

Aris answers from this wiki. Sign in and it can also answer from your own practice.

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