Navigate to <https://coaching.soundingboardinc.com> and log in as a coach.

Coach invoicing is the process by which coaches close their month and request payment for their work. Coaches have the flexibility to submit invoices up to 4 days before the month's end. For instance, if submitting for July, coaches may begin the process as early as July 28th.

Upon submission, coaches will receive an email containing links to download their invoice in both PDF and XLS formats. It's crucial to note that these download links remain valid for only 7 days. Therefore, coaches are strongly advised to download and save their invoices promptly upon receiving the notification to ensure they retain access to these important documents.

*Note: This feature is currently available on a limited basis. Coaches interested in using it should contact their program administrator. Program administrators wishing to implement this feature should discuss it with their account team.*

Navigate to the “**Invoicing**” section on the left-hand navigation panel.

**Confirm Invoice Time Frame**

Ensure that you are reviewing the correct invoice period, and adjust the month and year if needed.

- Select the **Month**
- Select the **Year**

**1:1 Coaching Invoice Details**

You will see your 1:1 coaching details for the month first, if applicable. You will see the following information for each coachee you coached during the month -

- Company (if applicable)
- Cancelled Sessions
- Total Sessions
- Level of Leader
- Rate (which is based on the Level of Leader)
- Total

*Note: If additional features are enabled when a coachee cancels within 24 hours of the session time, you will be paid at half rate. If you are interested in using this feature as a coach, please contact your program admin.*

Melody Carr

0
2
2
$200
$400

Emily Kelp

The Donut Company

0
1
1
$125
$125

John Matthers

The Donut Company

1
0
1
$125
$62.50

**Invoice Viewing Tip**

To view all the data, you may have to scroll to the right or click through to see further records.

**Group Coaching Invoice Details**

You will see your group coaching details for the month next, if applicable. You will see the following information for each coachee you coached during the month -

- Program Name
- Engagement Name
- Type (if applicable)
- Company (if applicable)
- Completed Sessions
- Cancelled Sessions
- Rate
- Session Duration
- Total

**Add-Ons Details**

You will see your add-on details for the month, if applicable. You will see the following information for each coachee you coached during the month -

- Type
  - MAC (Manager Alignment Call)
  - Debrief (Assessment Debrief)
- Company (if applicable)
- Manager (for MACs)
- Total Sessions
- Level of Leader
- Rate
- Total

*Note: For details about these add-ons, see [Program Add-Ons.](https://soundingboardinc.zendesk.com/hc/en-us/articles/18524409059483-Program-Add-Ons)*

Melody Carr

MAC

Jamie Hall

1
2
$100
$100

Melody Carr

Debrief

1
2
$100
$100

**Submit Invoice**

After closely reviewing your invoice and its details, you will submit it. Invoices can only be submitted four days before the end of the month, so if you try earlier, you will not be able to progress.

- Click "**SUBMIT INVOICE**"
- Click "**SUBMIT**"

**Submit Invoice**

After closely reviewing your invoice and it's details, you will submit your invoice. Invoices can only be submitted four days prior to the end of the month, so if you try earlier, you will not be able to progress.

**Invoicing Details**

After submitting, you will receive an email with links to download your invoice in PDF or XLS. The links will only be valid for 7 days, so please download and save as you receive the notification(s).

As a reminder, this feature is currently available on a limited basis. Coaches interested in using it should contact their program administrator. Program administrators wishing to implement this feature should discuss it with their account team.

Soundingboardinc

This guide provides step-by-step instructions for coaches to navigate the coach invoicing process. It explains how coaches can submit their invoices, view and confirm invoice details, and submit the invoice for payment. It also highlights the importance of promptly downloading and saving the invoice after submission. This guide is beneficial for coaches who need assistance with the invoicing process or want to understand the steps involved.