How To Add A Thank You Message To An Invoice

How to Customize a Thank You Message on an Invoice

PhotoBiz allows you to add a custom thank you message to individual invoices that is sent automatically when a client makes a payment. This message is tied directly to the invoice and is separate from email automations. If the invoice allows partial payments, the thank you message is sent each time a payment is submitted. This guide shows you where to find and customize the invoice thank you message.

STEP ONE

Log into your PhotoBiz account and click QUOTES & INVOICES in the left-side menu.

STEP TWO

At the top center of the Quotes & Invoices control panel, click INVOICES.

STEP THREE

Create a new invoice or click the invoice number of an existing invoice where you want to customize the thank you message.

STEP FOUR

Click the EDIT button in the top-right corner of the invoice.

STEP FIVE

The invoice settings panel will open on the right side of the screen. Click the THANK YOU tab to access the Payment Thank You Message section.

Enter a custom subject line and message that will be sent when your client makes a payment. You can also choose whether the thank you message is automatically emailed to your client.

Click Save Changes at the bottom of the panel to apply the thank you message to your invoice.

What Your Clients Will See

Your customers will get a branded email with their receipt for their payment and the thank you message at the bottom of it similar to the screen shot below.

Invoice Order Receipt Email

This is an example of an order receipt email for a payment made to an invoice sent through PhotoBiz with a custom thank you message at the bottom.

Additional Notes

The invoice thank you message is invoice-specific and does not apply globally.
This message is separate from email automations and only sends when a payment is processed.
If partial payments are enabled, the thank you message is sent after each payment unless emailing is disabled.

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