Overview
Petboost and Stripe collect the payments and record them. Your accountant does the accounting from that record. This article explains where the line sits and what to hand over.
Note: Petboost is not accounting software. It collects payments through Stripe and keeps the record of them. The accounting happens in Xero, QuickBooks or whatever your accountant uses.
What sits on each side of the line
Payment collection, in Petboost
Card on File: customers save a card and are charged after each service
SMS Payment Links: send a Stripe payment link by SMS
Pre-Authorisation: hold funds 72 hours before an appointment
Packages: sell prepaid bundles, with credits tracked per pet
PDF Invoices: generate an invoice carrying your ABN and GST on demand
Customer Self-Service Receipts: customers download receipts from the portal
Accounting, outside Petboost
Stripe bank feeds to Xero: you connect Stripe to Xero as a bank feed, which is configured in Xero and not in Petboost
Categorise deposits: your accountant categorises Stripe deposits as sales or revenue
BAS and GST: your accountant lodges the BAS from that data
How to give your accountant what they need
There are three routes. Use the one your accountant asks for.
Option 1: Stripe bank feeds
To send every Stripe deposit into Xero:
In Xero, go to Settings → Bank Accounts
Add Stripe as a bank feed source
Ask your accountant to categorise the deposits as sales or revenue
Each Stripe deposit then appears in Xero without further work.
📖 Set up bank feeds: Xero: Stripe Direct Feeds Guide
📖 Need Xero? Get started with Xero
Option 2: Export from Stripe
If your accountant works from a file:
Log in to your Stripe Dashboard
Go to Reports → Payments
Export the payment data for the period
Send the file to your accountant
Option 3: PDF invoices from Petboost
For a single transaction:
Go to Customers & Pets in Petboost
Open the customer's profile
Navigate to the Appointments tab
Click "Receipt" on any paid appointment
Download the PDF, which carries your ABN and your itemised services
When customers need invoices or receipts
Customers get their own receipts
A customer can download a receipt without asking you:
Log in to the Customer Portal
Go to Appointments
Find the past appointment
Click "Receipt"
Download the PDF
The receipt includes:
Your business name and ABN
Customer name and address
Date of service
Service description
Total amount paid
Whether the document is a tax invoice with a GST line or a plain invoice follows your ABN. Petboost takes your GST registration from the ABN lookup when you sign up. A business registered for GST gets a tax invoice with GST shown as included. A business that is not registered gets an invoice with no GST line, which is correct: a business that is not registered for GST must not charge it.
Staff generate a receipt
Go to Customers & Pets
Open the customer's profile
Navigate to the Appointments tab
Click "Receipt" on any paid appointment
📖 Learn more: Stripe: Best Practices for Invoices in Australia
Xero and QuickBooks
Stripe connects to Xero as a bank feed, and most Australian accountants already use Xero, so the deposits land where the books are kept. QuickBooks works the same way if that is what your accountant uses. Petboost does the payment collection either way, not the accounting.
📖 Get started with Xero: https://referrals.xero.com/buanj427uiu3
📖 Set up Stripe Bank Feeds: https://central.xero.com/s/article/Stripe-direct-feeds
Packages and payment admin
A package is paid for up front, so there is no payment to collect per visit:
The customer buys the package and Stripe takes the payment
Petboost tracks the credits per pet
Credits deduct as the pet is booked in
The Stripe payment for the package reaches your accountant by the same three routes above.
Frequently asked questions
Does Petboost replace my accounting software?
No. Petboost collects payments through Stripe and keeps the record. Your accountant does the accounting in Xero or QuickBooks from that record.
How do I connect Stripe to Xero?
In Xero, not in Petboost. In Xero, go to Settings → Bank Accounts and add Stripe as a bank feed source. Your accountant can do this for you.
What does my bookkeeper need to know?
Petboost collects the payments
Stripe bank feeds send the deposits to Xero
PDF invoices are available on demand from Petboost
The bookkeeper categorises the deposits as sales or revenue
Can I still create invoices in Xero?
Yes. If a client needs a separate invoice trail, keep raising those invoices in Xero. The Stripe record is unaffected.
What about tax invoices and the ATO?
The ATO requires a tax invoice only when the customer asks for one, and you have 28 days to provide it. Petboost generates the PDF on demand, and your Stripe transaction records and bank feeds are the rest of the paper trail.
📖 Read more: ATO: Tax Invoices
Related articles
Billing & Subscription Overview: plan comparison and pricing
Getting Started with Packages: create prepaid bundles
Payment Settings: configure payment processing
Billing FAQ: common billing questions
Need help? Contact support or click the Get Help button in your dashboard to chat with our team.