Creating a private invoice to send to a customer for an event you have planned just for them or their group is easy. Just follow these steps.
From your Dashboard, head to the 'Services' tab, then select 'Invoices'.
Choose whether you need an invoice for a dated event or for a product.
If you choose Dated Event, it will be added to your Timetable. A non-dated Service or Item, on the other hand, will not be added to your Timetable or purchased Items, so make sure to manually record this.
Dated Event:
You will be able to see a form to fill out.
Fill out the customer's details, then the price for the whole event. Choose the due date for the entire payment, and whether you want the customer to be able to pay in instalments.
Finally, input the event details, including when, where, and what they will be doing. The more information, the better.
Make sure to press 'Create Link.' You'll now see the information screen for this payment. As below, there is the option to add instalments, if you ticked this on the previous screen, send links to the payment, and see and edit the invoice itself.
Adding an instalment looks like this.
They can be really useful for particularly large payments, or as deposits!
Make sure to press 'Add'.
At the bottom of the previous screen, you can also see any payment history and the option to delete the order.
This event will be added to your Timetable; appearing as below.
Non-dated service or item:
The process is exactly the same for an item, only this box is different, where you can input details of the service or item.
Remember, this does not get added to your Purchased Items, so remember to sort out shipping and other considerations manually!
Any questions, please email the team at support@baluu.co.uk or jump in our live chat in the bottom right!