Invoicing and Payments Built Into Your Calendar
Generate invoices from completed appointments in one click and collect payment by credit card or Interac. No separate invoicing tool, no double entry.
How it works
- Connect your gateway — Add your own Stripe or Square credentials in payment settings — the money always settles to you.
- Invoice from the job — Completed appointments and work orders convert into an itemized invoice in one click.
- Get paid and reconcile — Card payments post automatically; e-Transfer proofs are reviewed and confirmed against the invoice.
What you get
- Convert completed appointments into invoices in one click
- Collect payment by credit card via Stripe or Interac
- Automatic payment reminders for unpaid invoices
- Canadian tax handling — GST/HST/PST by province
- Track paid, unpaid, and overdue invoices from one dashboard
Frequently asked questions
Do I need a separate invoicing tool?
No. SBM Portal generates invoices directly from completed appointments and work orders. Line items, taxes, and customer details fill in automatically.
How do customers pay?
Customers pay online by credit card via Stripe or by Interac. You can also record cash and e-transfer payments manually.
Does it handle Canadian sales tax?
Yes. Set your province once and SBM Portal applies the correct GST, HST, PST, or QST rates to every invoice automatically.
Where does the money go when a customer pays?
Directly to your own Stripe or Square account. SBM Portal never holds customer payments and adds no markup to your processing rate.