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'.
Click Create Secure Payment
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 Calendar. A non-dated Service or Item, on the other hand, will not be added to your Calendar 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 Calendar; 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!
Managing Orders & Sending Payment Links
Once you create an invoice, it will appear in your Private Payments list. You can use filters to quickly find a specific order.
Click on the order to open it. From this page, you’ll be able to:
Edit Order Details – update customer information, pricing, or session details
Mark as Paid – manually update the payment status
Update date, time, or location – adjust booking details if needed
Assign Instructor – link the order to a team member
Edit Notes / Terms – customise internal notes or private event terms
Delete Order – remove the order if it’s no longer needed
These tools allow you to stay flexible and keep everything accurate without needing to recreate the booking.
Sending a payment link to your customer
If your customer asks how to pay, you can quickly send them a direct payment link:
Open the order
Click Copy Payment Link (top right)
Paste and send the link to your customer via email or message
This link takes them directly to a secure payment page where they can complete the payment online.
Once the invoice has been paid and marked as paid, the customer can download it on the same page.
