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Billing and TimeSolutionist for Coaches and Consultants

Billing and Time

Every hour counted. Paid straight to you.

Invoices by email or text with a pay link on your own Stripe account. Packages and retainers that keep their own count. Time you log by saying it. And we never take a cut of a payment.

Start free, no card See an invoice
Your own StripePayments land in your account
No platform feeNot on a single invoice
Time in a sentence“Log 90 minutes for Henderson”
Reyes Coaching Search clients, invoices, documents Ask Chief
Operate This week Bookings Clients Proposals Billing Grow Courses Marketing Build Website Books
BillingInvoicesPackagesTimePayments
Paid$11,860this month
Open$3,6503 invoices
Overdue$1,6502 invoices
Unbilled time6.5h$1,300 at your rates
No.ClientStatusAmount
INV-2026-046Okafor family businessPlanning workshopDraft$2,400
INV-2026-045Priya Shah6-session coaching packagePaid today$1,500
INV-2026-044Henderson Co.Advisory retainer, 10 hours · monthlyViewed$2,000
INV-2026-043Marcus HaleWorkshop for his managers34 days late$1,200
INV-2026-042Henderson Co.Pricing review, first halfPaid$2,500
INV-2026-041Okafor family businessFollow-up session9 days late$450
INV-2026-040Okafor family businessPlanning retainerPaid$5,000
INV-2026-039Marcus Hale10-session coaching packagePaid$2,800
INV-2026-038Henderson Co.Advisory retainer, 10 hours · monthlyPaid$2,000
INV-2026-037Priya ShahCoaching, SeptemberPaid by check$450
Prepaid
Priya Shah4 of 6 sessions
Marcus Hale1 session left
Henderson Co.7 of 10 hours
Okafor family business$3,250 left
Payment received, $1,500.00 Priya Shah paid invoice INV-2026-045. It's marked paid and in your books. Thank Priya
Marcus is 34 days late
A friendly final notice is drafted for you to read. Review
RC Reyes Coaching
Today 9:14 AM Reyes Coaching — Invoice INV-2026-045
6-session coaching package (qty 1)
Total: USD 1,500.00
Due: 2026-11-06
Pay: https://buy.stripe.com/aEU6oR3kq9 Paid! See you Tuesday. 9:31 AM Got it, thank you Priya! Your next session is Tuesday at 10.
Dana Delivered
Text Message

Invoices

An invoice in one sentence.

Say “invoice Henderson for this month's ten advisory hours.” Chief fills in the price from your price list, numbers the invoice, and adds a pay link from your own Stripe account. Send it by email or by text. The moment your client pays, it's marked paid by itself.

  • A Pay button for card, and PayPal or Square if you take them
  • Repeats weekly, monthly or quarterly, drafted fresh each time
  • Paid by check? Say so, and it's marked paid
  • Void an invoice, and its pay link is switched off too
Dana Reyes to Henderson Co. Invoice INV-2026-044 from Reyes Coaching
Reyes Coaching INVOICEINV-2026-044

Hi Henderson Co.,
Please find your invoice below. Payment is due by 2026-11-15.

ItemQtyPriceTotal
Advisory retainer, November10$200.00$2,000.00
TOTAL$2,000.00
Pay This Invoice — $2,000.00 Pay with Card Pay with PayPal

Thank you for a strong first month. November covers the rollout plan with your team.

Thank you,
Dana Reyes

PrepaidPackages and retainers SAMPLE
PSPriya Shah6-session package · bought Sep 24 of 6 sessions
MHMarcus Hale10-session package1 session left
HCHenderson Co.Advisory retainer, in hours7 of 10 hours
OFOkafor family businessPlanning retainer, in dollars$3,250 of $5,000
Why Priya has 4
Session completed Oct 21 (auto)−1
Session completed Oct 14 (auto)−1
Bought the 6-session package, Sep 2+6

Packages and retainers

Packages that count themselves down.

Sell a 6-session package and Solutionist keeps the count. Each session marked done draws one down overnight, so nobody counts in their head. Retainers work the same way, in dollars or in hours, and every balance keeps the record of each draw, so you can always see why it says four.

  • A heads-up when a client is down to one session, and when they run out
  • A warning a week before prepaid sessions expire
  • Retainer balances in your weekly brief, lowest first
  • Sell packages on your own store page, with promo codes

Time

Log time the way you'd say it.

“Log 90 minutes on the Henderson matter, drafting the board summary.” Chief records it against the client, rounds up to the tenth of an hour the way time is billed, and works out the amount at your rate. When you're ready, draw it from their retainer or put it on an invoice.

  • Say 90m, 1.5h or 1:30. It's all the same to Chief.
  • Every entry says what the work was, so the bill explains itself
  • Billable or not, and written off when you choose
  • Drawn from a retainer once, never twice
Time · Henderson Co.$200 an hour · advisory retainer, 7 hours leftSAMPLE
Log 90 minutes on the Henderson matter, drafting the board summary
Logged 1.5h for Henderson Co. · $300.00, drafting the board summary
DateWorkHoursAmount
Oct 23Drafting the board summaryUnbilled1.5$300.00
Oct 21Call with the leadership teamUnbilled1.0$200.00
Oct 17Reviewing the sales targetsBilled to retainer1.0$200.00
Oct 14Working session on the hiring planBilled to retainer2.0$400.00
Oct 10Travel to the Henderson officeNot billable0.6—
Unbilled for Henderson Co.2.5h · $500.00 Draw from retainerPut on an invoice

Chief works the same way in every room. It works from your practice's own records, waits for your yes before it sends anything or touches money, and lists what it does on your History page.

How Chief works

The rooms next door.

Billing shares one list of clients with every other part of your practice.

Proposals and ContractsAgree the fee on paper first, with a proposal your client signs from their email.Go to Proposals and Contracts BookingsClients can pay when they book, on your own Stripe account.Go to Bookings Office and BooksEvery invoice and payment posts to your books on its own.Go to Office and Books

Plans

Billing comes with every plan.

Invoices, pay links, packages, retainers and time are on every plan, with no platform fee. Stripe's own card fees apply. The bigger plans add the full books behind them.

Starter$79 a month
  • Invoices by email or text, with pay links
  • Packages, retainers and billable time
  • 1 login
Professional$149 a month
  • Everything in Starter
  • Invoice texts from your own number
  • Full books, with month-end close
  • 3 logins
Solutionist$299 a month
  • Everything in Professional
  • A seat for your accountant
  • 7 logins
Compare every plan

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