PhotoBiz Invoicing allows you to bill your clients for deposits up front and pay the rest of the balance on the same invoice by the due date.
For the purposes of this article, let’s say you have a session fee for a total of $200 and you want to charge your customers a booking fee or deposit to hold their spot for $50. Your customers can book with you using your Scheduler and you can create an invoice billing them for $50 for the deposit and the remaining balance to be paid later.
STEP ONE
Create an invoice
Go to QUOTES & INVOICES on the left-side menu, click on INVOICES in the top menu. Then click "new invoice" or you can click on one that you're already working on.
STEP TWO
Add your items
In this step you will create two items. In order for your customer to pay the deposit upfront, you will need to create a line item for the deposit. Then you will add a line item for the rest of the session fee balance.
Click on the edit button in the upper right, a side panel will appear from the right. Under the items sub-menu, you can add a new custom item by clicking Click here to add items.
Name the first item something like “Deposit fee” and in the description enter any pertinent information and it will show up on the invoice.
Adjust the following details on the item:
Quantity: you can likely leave this as 1, unless they're paying more than one deposit on this invoice.
Amount: enter the amount of the deposit fee
Taxable: choose yes or no if you want the item to be taxed
Charge shipping: choose yes or no if you want shipping turned on
Click add item.
Repeat this process for the second item, the remaining balance of the session fee. You can name this something like "Session fee."
STEP THREE
Allow partial payments and set the due date.
Go to the payment sub-menu on the left of the side panel. Set the due date and toggle partial payments on. Save changes.
STEP FOUR
Finish building your invoice with the other sub-menu options.
If you need more assistance, you can visit this tutorial: How to Create an Invoice
A note on taxes: How Do I Include Sales Tax On My Invoice?
STEP FIVE
Send your invoice
When you’re done, your invoice will look something like this
Send it to the contact that you selected by clicking on send in the upper right corner, outside of the side panel. Another side panel will slide out, verify the information and hit send! You will see a confirmation that your invoice was sent on the next screen.
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