How to Turn a Quote into an Invoice in PhotoBiz

PhotoBiz makes it simple to send quotes to potential clients—and once a quote is approved, you can quickly convert it into an invoice they can pay online. Just follow these easy steps:

STEP ONE

Log into Your Account

• Sign in to your PhotoBiz account.

• From the left-hand menu, click on Quotes & Invoices.

STEP TWO

Select the Approved Quote

• Find the quote your client has approved.

• Click on the Quote Number to open it.

STEP THREE

Update the Status

• In the top-right corner of the quote page, click the Status button.

FINAL STEP

Create the Invoice

• Review your quote settings and make any needed changes before creating the invoice. Here’s what you can customize:

  • Payment Due Date – Set the date the invoice is due.

  • Allow Partial Payments – Choose Yes or No.

  • Send Invoice Email? – Check this box if you want the system to email the invoice to your client automatically.

• Once everything looks good, click Create Invoice.

🎉 Success!

After clicking Create Invoice, you’ll see a confirmation message letting you know the invoice has been sent.