ShopWrk handles the full billing cycle from job to payment. You create an invoice from a completed job, send it to the customer with a secure payment link, and collect payment online through Stripe. You can also set up recurring invoice templates for customers on ongoing maintenance plans.Documentation Index
Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt
Use this file to discover all available pages before exploring further.
Creating an invoice from a job
The most common way to create an invoice is directly from a job. Open the completed job, then click Send invoice in the pricing card on the right side. The new invoice form opens pre-populated with:- The customer and vehicle from the job
- All services booked on the job as line items
- The tax rate configured for your shop
Invoice line items and tax
Each invoice has one or more line items. Line items have a name, quantity, unit price, and optional description. The invoice calculates subtotal, tax, and total automatically. Tax is applied at the shop level by default. If you need to override tax for a specific invoice, you can change the tax rate on the invoice form. You can apply a discount to the invoice total as either a fixed dollar amount or a percentage.Payment schedules and deposits
ShopWrk supports splitting a payment into installments:- Deposit — collect a portion upfront before work begins. The deposit amount carries over from the estimate if one was set.
- Payment schedule — define multiple due dates and amounts for the remaining balance.
A deposit collected at the estimate or job stage is tracked separately. When you create the invoice, the deposit paid is reflected in the amount due shown to the customer.
Sending an invoice to a customer
From the invoice detail page, click Send. You can deliver the invoice by:- Email — sends a branded email with a unique payment link
- SMS — sends a text message with the same link
Each invoice has a unique token-authenticated URL at
/view/invoice/[token]. You can share this link directly with the customer if needed.Accepting online payments via Stripe
When a customer clicks Pay now on their invoice, they are taken to a Stripe-hosted checkout page to enter their card details. Payments are processed securely through Stripe and the invoice status updates automatically when payment is confirmed. To accept online payments you need to connect your Stripe account. Go to Settings → Payments to set up your Stripe integration.Online payments
Customers pay by card through Stripe Checkout. No card data touches ShopWrk.
In-person payments
Use Stripe Terminal with a card reader to collect payment at the counter.
Cash and cheque payments
If a customer pays in cash or by cheque, record the payment manually from the Payments page under the Cash & Cheque tab. This keeps your payment records accurate without requiring a card transaction.Payments overview
The Payments section of the sidebar has five tabs:| Tab | What it shows |
|---|---|
| Overview | Total collected, outstanding balance, and recent payment activity |
| Invoices | All invoices with their status and amounts |
| Estimates | Approved estimates with deposit status |
| Cash & Cheque | Manually recorded offline payments |
| Analytics | Revenue charts broken down by period |
Recurring invoices
For customers who pay on a regular schedule — monthly maintenance plans, for example — you can create a recurring invoice template. Go to Invoices → Recurring and click New Template. A recurring template defines:- The line items and amounts
- The billing interval (weekly, monthly, quarterly, etc.)
- The start date and optional end date
Refunds
To issue a refund on a payment collected through Stripe, open the invoice, find the payment in the payments section, and use the refund option. The refund is processed through Stripe and the invoice status updates to reflect the refunded amount.Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Created but not yet sent |
| Sent | Delivered to the customer, awaiting payment |
| Viewed | Customer has opened the invoice link |
| Paid | Full balance collected |
| Partial | Some payment received, balance still due |
| Overdue | Past the due date with an outstanding balance |
| Void | Cancelled and no longer collectible |