💵 How to Allow Partial Payments on a PhotoBiz Invoice
With PhotoBiz Invoicing, you can send professional, itemized invoices and get paid online. A great feature is the ability to let clients pay in installments — perfect for deposits, split payments, or flexible billing!
This guide will show you how to set up an invoice that allows partial payments.
STEP ONE
Log In to Your PhotoBiz Account
From your control panel, go to QUOTES & INVOICES in the left-hand menu.
STEP TWO
Open the Invoices Section
At the top of the screen, click on INVOICES.
STEP THREE
Create or Choose an Invoice
You can either:
-
Create a new invoice
OR -
Click on an existing invoice you’d like to enable partial payments for.
STEP FOUR
Click “Edit”
In the top-right corner of the invoice screen, click EDIT to make changes.
STEP FIVE
Set Payment Options
- Scroll to the Payment section.
- Choose your Due Date.
- Set Allow Partial Payments to Yes.
Now your clients can make payments toward their balance over time!
STEP SIX
Use Email Automation (Optional but Recommended!)
Let PhotoBiz do the follow-up for you!
Turn on Email Automation to automatically send:
- Unpaid balance reminders
- Due date alerts
FINAL STEP
Send Your Invoice
Once your invoice is ready, click Send.
You’ll see a confirmation screen letting you know it was successfully sent.
📬 What Your Client Will See
Your client will get an email with a direct link to their invoice, where they can:
-
Pay in full
OR -
Make a partial payment toward the balance
💳 This example uses Square as the payment method, but any connected merchant will work!
As they make payments, the invoice updates automatically with:
- The amount paid
- The remaining balance
- The due date
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