How do I update an invoice to reflect an offline payment?

💵 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.

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