Lots of coaches are using Payable with Google Forms so their clients can easily book and pay for coaching sessions. But did you know that you can also use Payable and Google Forms in order to send out invoices to those clients and skip their need to input? This can be a huge timesaver if you regularly send similar invoices to your coaching clients, but you can’t rely on them to get the Form filled out in a timely fashion.
Payable lets your one Form work as both a client-facing order form AND an invoicing option for you, making it much simpler and easier to use than accounting software or registration/event websites. An attached Google Sheet also keeps track of your orders, as well as who’s paid and who still owes you money—and lets you send reminders to people who need to pay up.
Head to Google Forms and get the Payable Add-On. Setup is simple, and there’s even a free invoicing template available to help get you started creating invoice options, including different payment options like single line items to add to purchase, check boxes, open-ended dollar options you can toggle as needed, and even options to create recurring subscription payments.
Payable only makes money if you do: No subscription fees required. Simply connect to your payment processor (like Stripe, Square or Paypal) and start invoicing.
Watch this tutorial video to see how in under 5 minutes, you can create a Form that allows your clients to make selections and check out, or allows you to fill it out for them and send them a checkout page in seconds!