Email Automation for PhotoBiz Invoicing

Get Paid Faster With Automated Email Reminders

PhotoBiz includes powerful email automation tools with your website package — and they’re a game changer for your Invoices.
Use automation to gently remind clients about open invoices, due dates, and next steps — without lifting a finger.

This guide will show you how to easily turn on email automation for your Invoices.

STEP ONE

Log In

Log into your PhotoBiz account and click Quotes & Invoices in the left-side menu.

STEP TWO

Go to Invoices

At the top of the Quotes & Invoices section, click INVOICES.

STEP THREE

Open or Create an Invoice

To enable automation on an existing invoice, click on the invoice number.
Or click New Invoice to create one from scratch.

STEP FOUR

Edit Invoice Settings

Click the EDIT button in the top right to access the invoice settings panel.

STEP FIVE

Add Email Automation

On the right-hand side, click EMAIL AUTOMATIONS.
From here, you can:

Select an existing automation series from the dropdown.
Edit a series to adjust timing and content.
Create a new series tailored to your invoice process.

Click Save Changes when you’re done.

How Email Automation Works

Emails are sent once daily at 9 AM (based on your account’s time zone).
Your client will only receive each email once per invoice.
Only emails that match your rules (like due dates or status) will be sent.
Updating an email series may impact future sends and tracking.

Why Use This?

💡 Stay on top of open invoices

💡 Send helpful, timely reminders automatically

💡 Keep clients informed without constant follow-up

💡 Speed up your payment process

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