How to Create An Invoice

How to Create and Send an Invoice

Creating and sending invoices in PhotoBiz allows you to bill clients for sessions, products, and services directly from your control panel. Invoices use your saved branding and provide a professional, consistent experience for your clients. This guide walks you through how to create a new invoice, add details, and send it to your client.

STEP ONE

Log into your PhotoBiz account and click on QUOTES & INVOICES in the left-side men

STEP TWO

Click INVOICES at the top of the Quotes & Invoices section. This page displays all existing invoices and gives you the option to create a new one.

STEP THREE

Click NEW INVOICE. You’ll see a visual preview of your invoice layout. The invoice number is automatically generated, so there’s no need to create one manually. All invoices use the same colors and layout format for consistency. The invoice logo is pulled directly from your account’s Global Branding settings and cannot be changed per invoice. If no logo is uploaded in Global Branding, the invoice will display the business name saved in your branding settings. As you continue building the invoice, the preview updates to reflect the details you add.

STEP FOUR

Click EDIT to build your invoice. From here, you can add line items, select the client, configure payment settings, and include any additional notes or messages. You can choose items from your existing ECommerce products and services, add custom charges such as a remaining balance from a deposit, set shipping options if needed, define payment due dates, and allow partial payments if desired. You can also include terms, policies, references, a thank-you message, and set up email automations for reminders and follow-ups.

Items

Add line items with prices for your invoice. You can select from prints, products, and services you've previously created in your ECommerce. You can also add Custom Items such as a remaining balance from a deposit that a client has paid previously.

Contact

Select the customer to whom you're sending the invoice. You can choose from your list of existing contacts or add a new contact.

Shipping

Select No Shipping or add shipping charges you've previously set up in your ECommerce.

Payment

Set the payment due date and configure if you want to allow clients to make partial payments towards the full invoice balance.

Other Details

Add references, custom notes, and Terms & Policy.

Thank You

Include a custom thank you message.

Email Automation

You can set up to send out email automations for payment reminders, due dates, and more.

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 the SEND button at the top right of the invoice builder. Review the recipient’s email address and customize the subject line and message. When everything looks correct, click SEND at the bottom of the invoice builder to deliver the invoice to your client.

CONFIRMATION

After the invoice is sent, you’ll see a confirmation message indicating it was successfully delivered.

WHAT YOUR CLIENT WILL SEE

Your client receives a line-item invoice that includes your business details, branding, and logo from your Global Branding settings, along with a secure payment option.

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