CoachRx sends two kinds of invoices: receipts for your own coach subscription (what you pay CoachRx) and invoices you send to clients through Business Suite. The recipient email is different for each, and so is how you change it.
Quick Reference
Invoice Type | Where Recipient Is Set |
Your CoachRx coach subscription receipt | Your CoachRx account email |
Client subscription invoice (Business Suite) | Client's CoachRx account email |
One-off client invoice | Email entered when creating the invoice |
Changing the Email for Your Coach Subscription Receipts
CoachRx sends your monthly subscription receipt to the email on your coach account. To change it:
Log into CoachRx at app.coachrx.com.
Click your profile avatar in the top right.
Select Account Settings.
Update your email under Profile and save.
The next subscription receipt sends to the new address.
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Changing your account email also changes how you log in. If you want receipts to go to a separate accounting address without changing your login, contact support - we can configure a billing-only contact in Stripe for you.
Changing the Email Where a Client Receives Their Invoice
Client invoices in Business Suite send to the email on the client's CoachRx profile:
Open the client's profile from your Roster.
Go to the Profile tab.
Update the Email field.
Save.
Future invoices and receipts go to the new email.
For more on updating a client's email (including what happens to active payments), see Updating a Client's Email Address in CoachRx.
Setting the Recipient on a One-Off Invoice
When you create a one-time invoice in Business Suite, the recipient email defaults to the client's profile email. You can override it at creation time:
Go to Business Suite - Invoices.
Click New Invoice.
Select the client.
In the Send To field, enter a different email if needed.
Complete the invoice and send.
Resending a Receipt to a Different Address
Need to forward a past receipt to your accountant or a business partner?
Open Account Settings - Plan & Billing (for your coach subscription) or Business Suite - Invoices (for client invoices).
Click the invoice to open the PDF.
Download the PDF and forward it from your email client.
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Questions? Email coachrxsupport@opexfit.com.