How to Set Up Deposits in an Invoice

💸 How to Invoice for a Deposit & Remaining Balance in PhotoBiz

Need to split a payment so your client can pay part now and the rest later? PhotoBiz Invoicing makes it simple! Whether you're collecting a deposit for a session or splitting payments for a package, you can do it all in one invoice.

Let’s walk through it using this example:
Session total = $200
Deposit = $50 now
Remaining = $150 due later

STEP ONE

Log into Your Account

Head over to your PhotoBiz dashboard.

Click on Quotes & Invoices from the left-hand menu.

STEP TWO

Create or Open an Invoice

Click on Invoices in the top menu.

Choose New Invoice to start fresh, or open an existing one if you're continuing where you left off.

STEP THREE

Add Items to Your Invoice

You’ll add two items—one for the deposit, one for the remaining balance.

Click Edit in the top-right corner of your invoice.
A panel will slide in from the right. Under the Items section, click New Item, then select Custom Item.

Add your first item:

Name: "Deposit Fee"

Description: Add any helpful info (this appears on the invoice)

Quantity: Usually just 1

Amount: Enter your deposit (e.g. $50)

Adjust Taxable and Shipping if needed

Click Add Item

Add the second item for the rest of the balance:

Name: "Remaining Session Fee"

Amount: Enter the remaining total (e.g. $150)

Click Add Item

STEP FOUR

Allow Partial Payments & Set a Due Date

In the same side panel, click the Payment tab.
Toggle Partial Payments to ON.
Choose a Due Date for the final balance.
Click Save Changes.

STEP FIVE

Final Touches

Use the other sub-menus (like Notes or Terms) to customize your invoice if needed.

Want help adding taxes? Check out: How Do I Include Sales Tax On My Invoice?

STEP SIX

Send the Invoice

When you're ready, click Send in the top-right (outside the side panel).
A final panel will slide out — review your client's info and details.
Click Send again.

🎉 That’s it! You’ll get a confirmation once your invoice is sent.

🔜 What Happens Next?

Your client will receive an invoice that lets them pay online using a credit card. They'll see both the deposit and the remaining balance — super clear and easy!

Previous Post Next Post

How Do I Set Up A New Merchant?

May 13, 2025

How Do I Create A New Tax Line?

May 2, 2025

How to Create An Invoice

August 29, 2025

Setting Up Email Automation for Invoices

May 12, 2025