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.
CREATING AN INVOICE WITH PHOTOBIZ
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.
STEP THREE
Click on NEW INVOICE
STEP FOUR
Click EDIT and Build Your Invoice
You can configure the following options with the Invoice tool:
- Items
- Contact
- Shipping
- Payment
- Other Details
- Thank You
- Email Automation
FINAL STEP
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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