Sometimes your client may want to pay an invoice you sent them in person with cash or a check, Venmo, or a separate merchant to collect payment. You can manually add that payment to your PhotoBiz invoice to reflect their payment with a paid status in your Invoice dashboard. This article will walk you through how to add a payment to an invoice.
STEP ONE
Log into your PhotoBiz account and click on Quotes & Invoices in the left-side menu.
STEP TWO
Click on INVOICES at the top, center of the Quotes & Invoices control panel to view your existing invoices.
STEP THREE
Click on the INVOICE NUMBER you want to add an offline payment to.
STEP FOUR
Add a payment
If you want your invoice to reflect an offline payment through a separate merchant like Venmo or Clover, via cash, check etc. then you can add their payment by clicking on payments in the upper right corner. In the payments menu, click on add a payment. In the amount field, place the amount paid and in the reference section, you can put additional information like the payment date, check number, how they paid, etc.
The right side menu will open and you can click on the NEW PAYMENT button to add your offline payment to the invoice.
FINAL STEP
In the amount field, place the amount paid and in the reference section, you can put additional information like the payment date, check number, how they paid, etc.
After you've added your offline payment to the invoice, you'll get a confirmation that the payment has been added to the the invoice. Your client will also get a receipt for the offline payment for their records automatically. The screen shots below show an invoice that was paid in full via Venmo.
Your client will also have access to their receipt for their records to show they've paid their invoice to you with an offline payment method.
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