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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

Every payment generates an invoice. They’re available in your dashboard plus emailed to your billing address.

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Find invoice history

Settings → Billing → Invoice history shows every invoice on your account:
  • Number — Stripe’s invoice ID (INV-0001, INV-0042, etc.)
  • Status — Paid, Open, Past due, Void
  • Date
  • Amount
  • View — opens the hosted Stripe invoice page
  • PDF — downloads a PDF copy

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What’s on the invoice

  • Plan you were billed for
  • Period covered
  • Subtotal + any taxes
  • Payment method used (last 4 of card)
  • Any overage line items (voice-minute overage if applicable)
  • Discounts / credits applied

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Updating payment method

Cards expire. To update:
  1. Go to Settings → Billing → Update payment method (or the dunning banner if your last payment failed).
  2. You’ll be redirected to Stripe’s hosted Customer Portal.
  3. Add a new card, set as default, save.
  4. Redirected back to ServiceBooked.
We use Stripe’s hosted portal for card entry rather than embedding our own form — this keeps card data off our servers entirely (we never see card numbers, only the last 4 of the active method).

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Failed payments / dunning

If a payment fails (expired card, insufficient funds), Stripe automatically retries 3 times over ~10 days. During this window, your subscription is in past_due status:
  • A red dunning banner appears at the top of your dashboard’s billing page.
  • An email goes to your billing email.
  • Service continues for the dunning window — we don’t cut you off immediately.
If retries fail entirely after the dunning window, your subscription transitions to canceled and you lose service. Update your card via the link in the banner to fix.

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Tax

We collect sales tax / GST / HST / VAT based on your billing address. Tax is shown as a separate line item on every invoice. If your business is tax-exempt (some non-profits, certain B2B scenarios), email us your exemption certificate at support@servicebooked.ca and we’ll exempt your account.

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Currency

Default is CAD for Canadian-billing-address customers, USD for US customers. Other regions are billed in USD.

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Trial period

Trial accounts have no invoices until the trial ends. The day your trial ends, Stripe charges your card the prorated amount for the rest of the period; that’s invoice #1.

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Annual billing

Annual customers get a single invoice at signup (and again each renewal). Mid-year changes (upgrades, downgrades) generate prorated adjustment invoices.

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Receipts in email

Every invoice is emailed to your billing email (set on your Stripe customer record). To change it, contact support — Stripe doesn’t expose this on our portal directly.

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Refunds

We don’t offer prorated refunds for cancellations (you keep the service through period-end and just don’t renew). For genuine billing errors (double-charge, charge after cancellation), email support and we’ll process the refund.

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Next

Trial extensions

Asking for more trial time when you need it.