Creating your monthly invoice doesn’t need to be a hassle. We’ve made it easy for you to download your sessions and get your invoice sorted in just a few steps.
Follow this quick guide to get everything you need in minutes:
2. Navigate to 'My Sessions' and select the previous month using the date selector.
3. Toggle 'Advanced View'
4. Click ‘Download’ – this will export your sessions into an Excel (CSV) file.
5. Open the file – it will include key details such as: Session length, the programme, Client name, Client Company, status and the credit.
6. Copy the data from the CSV and paste it directly into your invoicing template.
Need help?
If anything isn’t clear, or if something doesn’t look right in your session data, drop us a line at coachsupport@thrivepartners.co.uk.
We’re always happy to help.