Create and deliver an invoice

An invoice begins with a quote the client already accepted in an active booking packet. The client, line items, taxes, currency, and total carry across exactly and cannot be edited on the invoice.

Create the draft

1. Open the job and find Invoices, then select Create invoice.
2. If more than one accepted quote is available, choose the packet the invoice should use.
3. Review the itemized total and set the payment schedule.

A new draft starts with a 25% retainer due today and the remaining balance due 15 days after the job’s earliest session. You can use a fixed retainer or percentage, edit both dates, or switch to a single balance for the full total.

Use External payment instructions for the practical details the client needs, such as where to send an e-transfer or which reference to include. This is plain text and does not create a payment button.

Deliver the invoice

1. Select Review and send.
2. Choose Email client to send the secure link and attached PDF through Fotarie, or Activate and copy link to deliver it yourself.
3. Confirm the action. Fotarie assigns the invoice number and freezes the draft.

The client page shows the itemized invoice, installment dates, payment instructions, and a PDF download. It does not ask them to pay through Fotarie.

After delivery

• Use Copy link or Open link when you need the client page again.
• Use PDF for the studio’s copy, and Resend when the client needs another email.
• If delivery needs attention, Retry delivery prepares a missing PDF and retries the email when email delivery was chosen.
• A sent invoice cannot be edited. Void it to close client access, then create a replacement from the accepted quote.