Billing & Payments

Canterly includes an integrated billing system connected to Stripe. You can raise invoices, collect online payments, and manage recurring charges — all from within the platform.

Setting up Stripe

To accept payments, connect your Stripe account:

1. Go to Settings → Billing
2. Click Connect Stripe
3. Complete the Stripe onboarding flow
4. Return to Canterly — your account is now connected

Stripe handles all card processing. Canterly never stores card details.

Invoices

Creating an invoice

Invoices can be created manually or generated automatically from bookings.

1. Go to Billing → Invoices
2. Click New Invoice
3. Select a client and add line items
4. Set a due date and send

Invoice line items

Line items can reference:

• Specific services or products (pulls in the configured price)
• Manually entered amounts with a description
• Bookings (automatically priced)

Sending invoices

Invoices are sent by email as a PDF attachment. Clients can pay online via the link in the email using Stripe's hosted payment page.

Invoice statuses

Status	Meaning
Draft	Not yet sent to the client
Sent	Emailed to the client, awaiting payment
Paid	Payment received
Overdue	Past due date, unpaid
Void	Cancelled

Recurring billing

For ongoing services like boarding and memberships, set up recurring billing:

1. Open the client's profile
2. Go to Billing → Recurring
3. Click Add Recurring Charge
4. Select the product, frequency (monthly/annual), and start date

Canterly generates and sends invoices automatically on the billing cycle.

Exports

All invoice data can be exported to CSV from Billing → Export for use with your accounting software.