💵 How to Add an Offline Payment to an Invoice
With PhotoBiz Invoicing, you can easily record offline payments—like cash, Venmo, or other payment apps—right in your system. This guide walks you through how to add an offline payment to an invoice you’ve already sent.
STEP ONE
Log Into Your PhotoBiz Account
From your dashboard, click on Quotes & Invoices in the left-hand menu.
STEP TWO
Go to the Invoices Section
At the top of the screen, click INVOICES to view your list.
STEP THREE
Open the Invoice
Click on the Invoice Number you want to add a payment to.
STEP FOUR
Open the Payments Panel
In the top-right corner, click the PAYMENTS button.
STEP FIVE
Add a New Payment
Click NEW PAYMENT to add your offline transaction.
🔔 Reminder: If your client is making a partial payment, the invoice must have "Allow Partial Payments" turned on when it was created.
FINAL STEP
Enter Payment Info
Fill in the following:
- Payment Amount – How much was paid
- Reference – Note the method (e.g., "Paid via Venmo" or "Cash on 4/23")
Click SAVE CHANGES to apply the payment.
Once saved, you’ll see a confirmation message, and the payment will be deducted from the total. You can go back to the invoice to view the updated balance due—if any remains.
