How to Add an Offline Payment to an Invoice
Sometimes your client may pay you in person using cash, check, Venmo, or a different merchant (like Clover). You can manually record that payment in your invoice to keep everything organized and marked as paid in your dashboard.
Follow these steps to add an offline payment to an invoice in PhotoBiz:
STEP ONE
LOG INTO YOUR ACCOUNT
- Log into your PhotoBiz account.
- Click on Quotes & Invoices from the left-hand menu.
STEP TWO
VIEW YOUR INVOICES
- Click on Invoices at the top center of the Quotes & Invoices control panel.
STEP THREE
OPEN THE INVOICE
- Click the Invoice Number for the invoice you want to update with an offline payment.
STEP FOUR
ADD THE PAYMENT
- Click on Payments in the upper right corner of the invoice.
Click the NEW PAYMENT button.
A side panel will appear where you can enter the payment details:
- Amount: Enter the amount paid.
- Reference: Add any helpful info—such as the payment date, check number, or how they paid (e.g., "Paid via Venmo on 5/10/25").
Click Save to apply the payment.
CONFIRMATION & RECEIPT
- You'll see a confirmation that the payment has been added to the invoice.
- The invoice will now show a Paid status.
- Your client will automatically receive a receipt for the offline payment.
They can access the receipt at any time through the link in their invoice email.
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.
