First create a Biller for the client, select Here


  1. Create a Biller for the client 

  2. Go to Main Menu, select Clients then Client List type in the Clients name in the Search Bar

  3. Select the Actions button above Client Tile and Create Activity Booking

  4. The Create Booking Request window will be displayed, enter the event name in the Search field, review the attendee capacity for the event, then select the Continue Booking button 

  5. Review the Client and Activity Details in the Booking Request Form pane choose the ticket from Package Selection ie Adult, Concession and the Ticket Price, the Sub-Total, GST and Total will be displayed

  6. Select Payment Method choose Invoice, select either to Invoice using Social Planet or Third Party Invoicing 

  1. When you select Invoice using Social Planet,  Assign the purchase items of this booking to a New invoice select the financial intermediary Biller / Recipient 



  1. Under Booking Status, select 

    1. Approved, payment has been accepted, then 

      1.  Select allocate client to all available sessions, use the drop-down list to select session dates.

  2. Select the Complete Booking button 

  3. Booking Request Complete Page will appear, review the booking to ensure the client’s contact details, payment method, and session allocation is correct. 

  4. Select the Manage Requests Button to be taken to the Requests Page where you can view the client you’ve booked into the activity.



  1. Under Payments the invoice will be assigned to the intermediary, click on the invoice



  1. Extra step - If the Activity Booking Process Type is Booking After Confirmation, select Actions > Add Invoice keep selected New Invoice, once created select on the Invoice then Edit and in Biller Recipient assign the Biller

  2. Review the invoice, then select Issue adjust the issued and due dates 


  1. A tax invoice will be created with the Invoice Reference, Issue Date, Due Date, Total, Account Number. 

  2. Use the button dashboard to complete the next steps  

  3. To email the invoice to the financial intermediary select the Send Email button 

  4. If the invoice is being sent by post use the Mark as Sent button 

  5. When the Invoice has been paid select the $ Pay Invoice button

  6. A new window will be displayed Update Payment the Date (defaults to today’s date) type over if required, Client (Payer) defaults to client’s name, select from the drop-down list the Payment Method used ie  Bank Transfer, Amount and add a Description then click on the Record Payment button.