Creating and sending invoices in PhotoBiz is straightforward and efficient, allowing you to easily manage payments for sessions, orders, and more. This guide will walk you through the step-by-step process of generating a new invoice using your PhotoBiz control panel, from setting up invoice details to sending it to your clients. Whether you need to include custom items, set up payment options, or add personalized notes, this guide covers everything you need to streamline your invoicing process.
STEP ONE
Log into your PhotoBiz account and go to QUOTES & INVOICES in the left-side menu.
STEP TWO
Click on INVOICES in the menu at the top of your PhotoBiz control panel. This section will display any existing invoices and allow you to create a new invoice.
STEP THREE
Click on NEW INVOICE. You’ll see a visual preview of your invoice layout. The invoice number will be automatically generated, so there's no need to create one manually. Additionally, all invoices will follow the same color scheme and layout for consistency. As you proceed through this guide, your invoice will include all the details you add for your customer.
STEP FOUR
Click EDIT to build your invoice. You can configure the following options for your invoices before you send it out to your client.
PRO TIP!
Using email automations with PhotoBiz invoicing saves you time, ensures consistent communication, and helps you manage payments efficiently by automatically sending reminders and follow-ups to clients.
Learn More: Set Up Email Automations with Invoicing
FINAL STEP
Click on the SEND button at the top right of the invoice builder. Review the recipient's email address and add a custom subject and message for the invoice email. When ready, click the SEND button at the bottom of the invoice builder.
CONFIRMATION
After you've sent your invoice out, you'll get a confirmation message like the screen shot below.
EXAMPLE
Your client will get your line item invoice with your details and branding once you've shared it.
