STEP ONE

Log into your PhotoBiz account and click on QUOTES & INVOICES from the left-hand menu.

STEP TWO

Click on INVOICES at the top of the page.

Click NEW INVOICE to create a new invoice, or open an existing invoice if you already started one. This will open the invoice preview screen.

STEP THREE

Click the EDIT button in the top-right corner of the invoice.

A panel will slide in from the right. In the Items section, click NEW ITEM and 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

Repeat this process to add the remaining balance. Use a name like Remaining Session Fee and enter the remaining amount. Once both items are added, your invoice total will reflect the full session price.

STEP FOUR

In the same side panel, click on the Payment tab.

Turn Partial Payments ON so your client can pay a portion instead of the full amount.

Set a due date for the remaining balance so your client knows when the final payment is expected.

Click SAVE CHANGES.

STEP FIVE

Use the additional tabs in the side panel to customize your invoice if needed.

You can add notes, terms, or additional details your client will see before making a payment.

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

FINAL STEP

Click SEND in the top-right corner of the invoice page.

A final panel will appear. Review your client’s information and invoice details, then click SEND again.

You will see a confirmation message once your invoice has been successfully sent.

What Happens Next?

Your client will receive the invoice by email and can pay online using a credit card.

They will see both the deposit and the remaining balance clearly listed. Because partial payments are enabled, they can pay the deposit now and return later to pay the remaining balance.

Additional Options or Helpful Notes

• Use clear item names like Deposit and Remaining Balance to avoid confusion

• The total invoice amount will always show the full session price

• Clients can make multiple payments until the invoice is fully paid

• You can track payment progress from your invoice dashboard inside each invoice

Troubleshooting or FAQs

Why can’t my client pay just the deposit?
Make sure Partial Payments is turned ON in the Payment tab.

Can I require a specific deposit amount?
There is no required minimum setting. Add your deposit as a line item so clients know what to pay first.

Can I resend the invoice?
Yes. You can resend the invoice at any time from your dashboard.