With PhotoBiz Invoicing, you can accept offline payments such as in-person with cash, apps such as Venmo, and more. This guide will walk you through the steps of adding an offline payment to an existing invoice you've sent to your customer.
STEP ONE
Log into your PhotoBiz account and click on the Quotes & Invoices option in the left side menu.
STEP TWO
Click on INVOICES at the top, center of your control panel.
STEP THREE
Click on the INVOICE NUMBER you'd like to add an offline payment for.
STEP FOUR
Click on the PAYMENTS button at the top, right of your invoice.
STEP FIVE
Click on the NEW PAYMENT button to add a new, offline payment.
Please Note: If you want to allow a customer to pay an invoice in part, you must set it to allow partial payments when the invoice is created.
FINAL STEP
Enter the PAYMENT AMOUNT and REFERENCE. Click on the SAVE CHANGES button to apply the offline payment to the invoice.
After you click the save changes button, you'll get a confirmation message that the payment has been added. The offline payment is automatically deducted from the total amount due on the invoice. You can click on the GO BACK arrow and view the remaining balance due is also updated so that you can see how much your customer still owes towards their invoice if applicable.
