If a customer approves a quote, an invoice will automatically be generated that you can review before sending it to your customer. You can also create your own invoices, for example, if you need to bill a customer before or after an event or session. You can easily prepare invoices using the PhotoBiz platform. Below are the parts of an invoice.
Items. You can add items set up in the PhotoBiz Ecommerce tool, including products, services, and packages, or you can include custom items. (This is similar to the Quotes tool.)
Contact. You can send invoices to existing contacts and set up new contacts to send invoices to, with the option for separate billing and shipping information.
Shipping. You can add shipping details to invoices (shipping options are set up within the Ecommerce tool).
Payment. You can set up invoices to be paid in full or allow partial payments. The option for partial payments can be helpful if you require a deposit upfront and then collect the remaining balance at a later date. Payments are automatically recorded when they are made online, plus you can record offline payments. In order to accept payments online, you must set up a merchant.
Other details. You can include a custom note on your invoice, as well as additional terms and policy details.
Thank you. You can set up a thank you message to display on the screen after a payment is made and choose if you also want to send it by email.
Email automation. You can set up a series of automated emails to remind your contacts to pay their invoices and send follow-up messages after an invoice has been paid.
Print. While the goal is to send invoices electronically, you have the option to print invoices. You can print a full-size or compact invoice.
Send. You can customize the subject line and message that accompanies your invoice when it is sent by email.