Billing & payouts
The Billing page is your financial hub as a coach. It covers two separate things:
- What you pay HeyCoach (your platform subscription)
- What clients pay you (payouts, balance, and purchases)
Open it from the header: Billing.
Page overview
The Billing page has several sections, top to bottom:
| Section | What it is |
|---|---|
| HeyCoach plan | Your platform subscription to HeyCoach |
| Client payments | Payout setup so you can receive money from clients |
| Balance | Available and pending funds (after payout setup) |
| Recent activity | Charges, payouts, and refunds |
| Payout history | Past payouts to your bank |
| Client purchases | Who bought your client plans or programs |
| Payment method | Card on file for your HeyCoach subscription |
| HeyCoach invoices | Invoices for your platform subscription |
HeyCoach plan (platform subscription)
This is your subscription to HeyCoach - not what clients pay you.
- Shows plan name, price, and Active status
- Renews or Cancels date
- Manage subscription - opens Stripe to update payment method, view invoices, or cancel
- Choose a plan - if you don't have an active subscription yet
See HeyCoach plan for choosing a tier.
Client payments (payout setup)
Before clients can pay you, complete payout setup once.
Status badge:
| Badge | Meaning |
|---|---|
| Not connected | You haven't started setup |
| Setup incomplete | Started but not finished - click Continue setup |
| Ready | You can receive client payments |
Set up payouts
- Click Set up payouts (or Continue setup)
- You'll be guided through identity and bank details (handled securely by our payment partner)
- When finished, you'll return to Billing automatically
- Status should change to Ready
After setup is ready
- Payout dashboard - view payout details and account settings
- Manage client plans - go to Client plans to create subscription plans for roster clients
Important: You set prices in CAD. Sales tax is added for clients at checkout.
Balance
Once payouts are ready:
- Available - money you can receive in your next payout
- Pending - payments still being processed
Also shows whether charges and payouts are enabled on your account.
Recent activity & payout history
- Recent activity - individual charges, payouts, and refunds
- Payout history - deposits sent to your bank account
Use these to reconcile what clients paid with what landed in your account.
Client purchases
A table of purchases from your roster clients, showing:
- Client name
- Plan name
- Amount
- Status (active, canceled, etc.)
- Renewal or expiry date
This reflects client plans and related subscriptions - not your HeyCoach platform bill.
Payment method & HeyCoach invoices
- Payment method - the card used for your HeyCoach platform subscription
- HeyCoach invoices - download PDF invoices for your platform subscription
Troubleshooting
Payout setup won't complete
- Use Continue setup and finish all required steps
- Make sure bank details are correct
- Return to Billing via the link after setup - the page refreshes your status automatically
I don't see balance or client purchases
Payout setup must be Ready first. Until then, those sections stay hidden.
Client paid but I don't see it
- Check Recent activity and Client purchases
- Pending payments may take time to move to Available
- Confirm the client completed checkout successfully
I want to cancel my HeyCoach subscription
Billing → HeyCoach plan → Manage subscription → cancel in the Stripe portal. This does not affect client plans or client payments.