PhotoBiz Invoicing allows you to send a line item invoice to your clients and get paid online. One of the benefits of PhotoBiz invoicing is the ability to allow your clients to make partial payments towards their balance due. This guide will walk you through setting up your invoice to allow partial payments.
STEP ONE
Log into your PhotoBiz account and navigate to QUOTES & INVOICES.
STEP TWO
Click on INVOICES in the menu at the top.
STEP THREE
Select an invoice you want to allow partial payments for or create a new invoice.
STEP FOUR
Click EDIT in the top right corner
STEP FIVE
Select payment to choose your DUE DATE and set yes to ALLOW PARTIAL PAYMENTS
STEP SIX
Use Email Automation
Email automation will send out a series of reminder emails on unpaid balances and due date reminders for you without having to track it yourself.
FINAL STEP
Send Your Invoice
After you've sent your invoice, you'll see a confirmation screen that your invoice has been sent out.
CUSTOMER INVOICE EXAMPLE
Your client will receive an email invoice that will let them know they can now pay their invoice online.
You client will have the option to pay the remaining balance or enter a partial payment towards the remaining balance.
This example is using SQUARE as the payment method.
As payments are made, they're shown on the invoice along with the remaining balance and due date until the balance is paid in full.
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