You can send an invoice to your customers to to make it easy for them to pay for their sessions, orders, and more. This guide includes a video overview and a step by step guide on creating a new invoice in your PhotoBiz control panel.
STEP ONE
Log into your PhotoBiz account and go to QUOTES & INVOICES in your left side menu.
STEP TWO
Click on INVOICES in the menu at the top and center of your PhotoBiz control panel.
This section will display any existing invoices you have and also also you to create your new invoice.
STEP THREE
Click on NEW INVOICE
Once you've clicked on the new invoice button, you'll get a visual preview of what the layout of your invoice will look like. As you go through the next steps of this guide, your invoice will include the details you add for your customer.
STEP FOUR
Click EDIT and Build Your Invoice
You can configure the following options with the Invoice tool:
- Items - line items that will include prices for your invoice.
- Contact - the customer whom you're sending an invoice.
- Shipping - if you're going to charge for shipping with your invoice.
- Payment - payment due date and options for partial payments.
- Other Details - Reference, Custom Note section to provide additional details to your customer, as well as a Terms & Policy section
- Thank You - custom thank you message.
- Email Automation - ability to assign email automation to your invoices.
STEP FIVE
Click on the SEND button at the top, right side of your invoice builder.
You can review your contacts email address and add a custom subject and message to your invoice email.
Once you're ready to send the invoice, you can click the SEND button at the bottom of the invoice builder.
After you've sent your invoice out, you'll get a confirmation message like the screen shot below.
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