Invoicing & Payments
Set up your payment details, send invoices automatically, and get paid faster
1. Configure invoice settings
Found in Settings → Invoicing.
Go to Settings and find the Invoicing section. Select your currency from the dropdown — this applies to all invoices and is shown on your public booking portal.
Add your payment instructions in the textarea. This text appears on every PDF invoice and in the invoice email your clients receive. Use it to share your bank transfer details, explain when payment is due, or note that a Stripe link is included. For example:
"Payment is due within 7 days. A secure Stripe payment link is included below. For bank transfer, please use reference [your invoice number]."
2. How invoices are created
Invoices are created automatically when you mark an appointment as Completed. You don't need to create them manually.
Each invoice is created in Draft status so you can review it before sending. It includes the service name, appointment date, your business name, client details, and a line item for the service price.
3. Sending an invoice
Go to Invoices in the top nav and click any Draft invoice to open it. Review the details, then click Send. Shearboard emails the invoice to the client with a Stripe payment link included — they can pay online in seconds.
You can also download the invoice as a PDF if you need to print it or attach it to a separate email.
4. Tracking payment status
Invoice statuses update automatically:
- Draft — created but not yet sent
- Sent — emailed to the client, awaiting payment
- Paid — Stripe payment received (updates automatically)
- Overdue — past the due date, still unpaid
- Voided — cancelled, removed from revenue totals
Your Dashboard shows the count of outstanding invoices and your revenue for the current month so you always know where you stand financially.
5. Managing billing (Stripe)
Shearboard uses Stripe to process payments from your clients. When a client clicks the payment link in their invoice email, they pay securely through Stripe. The invoice status updates to Paid automatically via webhook — you don't need to manually confirm payments.
To manage your own Shearboard subscription billing, go to Subscription → Manage Billing. This opens the Stripe customer portal where you can update your payment method or view receipts.