How to Turn a Quote into an Invoice in PhotoBiz
PhotoBiz makes it simple to send quotes to potential clients—and once a quote is approved, you can quickly convert it into an invoice they can pay online. Just follow these easy steps:
STEP ONE
Log into Your Account
- Sign in to your PhotoBiz account.
- From the left-hand menu, click on Quotes & Invoices.
STEP TWO
Select the Approved Quote
- Find the quote your client has approved.
- Click on the Quote Number to open it.
STEP THREE
Update the Status
- In the top-right corner of the quote page, click the Status button.
FINAL STEP
Create the Invoice
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Review your quote settings and make any needed changes before creating the invoice. Here’s what you can customize:
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Payment Due Date – Set the date the invoice is due.
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Allow Partial Payments – Choose Yes or No.
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Send Invoice Email? – Check this box if you want the system to email the invoice to your client automatically.
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Once everything looks good, click Create Invoice.
🎉 Success!
After clicking Create Invoice, you’ll see a confirmation message letting you know the invoice has been sent.
