How partner invoicing works for coaches

Zi-Find bills partners per student, and only for students who complete onboarding. Invoices are raised automatically in batches, and you can see exactly who is counted — billed and not yet billed — under Invoicing in the partner portal.

How an invoice gets raised

1. A student in your cohort finishes onboarding.
2. They are added to your Accruing statement at your per-student rate.
3. Once enough students have accrued to fill a batch, a new invoice is raised automatically for that batch.
4. We email you and flag it in the portal.

The top of the Invoicing page states the batch size and your per-student rate in one sentence, so you never have to work it out.

What is on the page

• Payable now — appears when an invoice is waiting, with the total. Each invoice shows its number, how many students it covers, and the amount. An automatically raised invoice is marked "auto".
• Per student — your agreed rate.
• Accruing (not yet billed) — how many onboarded students are waiting for the next invoice.
• Until next auto-invoice — how many more students need to finish onboarding before the next invoice raises.
• Accruing statement — the names of the students who will roll into the next invoice, with the amount for each.
• All invoices — every invoice so far, with a paid or unpaid status pill.

Your Dashboard also shows a banner whenever an invoice is payable, with the count and total and a link here.

Good to know

• Only onboarded students count. A student who signs up but never finishes onboarding is not billed.
• Nothing is billed twice. A student who has already been invoiced is not invoiced again, even if they are later moved to a different cohort.
• Fixing your cohort. If a student appears in your cohort who should not, or is missing, contact us before the next invoice raises. Sign in and open Help or use the chat bubble. Corrections never change an invoice that has already been sent.
• Your rate. Your per-student rate is part of your partnership agreement with Zi-Find. If you have questions about it, talk to your Zi-Find contact.
• Client searches are separate. A fee for unlocking a property found through a client search is paid at checkout when you unlock it, not through these invoices.

FAQ

When will my first invoice appear?

When your first full batch of students has completed onboarding. Until then, All invoices shows a note telling you how many onboarded students raise the first one.

Can I see which students an invoice covers?

Each invoice shows how many students it covers, and the Accruing statement names the students waiting to be billed. For a full breakdown of a past invoice, contact us from Help.