Some businesses offer extra shopping credits if a specific product, service, or package is purchased. This tutorial explains how to track those shopping credits. This tracking system works if the shopping credits are dollar values or credit values.

How to Add Shopping…]]> Wed, 01 Jul 2020 03:37:04 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00957 http://app1.studiocloud.com/support/index.php?/article/AA-00917 Overview

If a business wants to create a new invoice that has all of the same products as an existing invoice then they can do so using the Duplicate Invoice option. This support article explains how to duplicate the invoice.

How to Duplicate an Invoice

1. Go to the Point…]]> Wed, 05 Sep 2018 17:26:34 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00917 http://app1.studiocloud.com/support/index.php?/article/AA-00916 Availability

   Subscription: EmployeeBoost, PartnerBoost, CloudAlerts, CloudBooking, CloudForms
   

   Overview 
   

   This tutorial will show you how to customize the HTML5 invoice, estimate, and quote templates.

   HTML5 Invoice Templates Overview

   
   

   …]]> Fri, 31 Aug 2018 21:54:38 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00916 http://app1.studiocloud.com/support/index.php?/article/AA-00907 Overview

   This tutorial explains how to have a popup alert window appear in StudioCloud when a lead pipeline, event pipeline, or order pipeline deadline is due.

   How to Open the Manage Popup Alerts Window

   1. Click on the Settings component
   2. Click on the Settings tab
   3. Click…]]> Wed, 06 Jun 2018 15:44:24 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00907 http://app1.studiocloud.com/support/index.php?/article/AA-00892 Overview

      This tutorial explains how to export products, services, packages, and price lists to csv

      How to Export Price Lists To CSV

      1. Go to the Point of Sale component
      2. Click on the Settings tab
      3. Click the Manage Price List button
      4. Click…]]> Fri, 13 Oct 2017 16:45:23 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00892 http://app1.studiocloud.com/support/index.php?/article/AA-00864 Overview

         This tutorial provides the steps to undelete a client, session/event/appointment, invoice, payment, project, task, or bookkeeping ledger entry

         How to Open the Logbook

         To undelete a resource the logbook must first be open. Below are the steps to open the logbook.

         1. Go…]]> Wed, 01 Feb 2017 18:06:35 -0500 http://app1.studiocloud.com/support/index.php?/article/AA-00864 http://app1.studiocloud.com/support/index.php?/article/AA-00855 Overview

         This tutorial explains how to refund a locked invoice by using a credit memo
         

         How to Refund a Locked Invoice Using A Credit Memo

         1. Edit a locked invoice
         2. Click here for a tutorial on how to create or edit an invoice
         3. Click the More Actions menu
         4. Click…]]> Mon, 21 Nov 2016 19:43:02 -0500 http://app1.studiocloud.com/support/index.php?/article/AA-00855 http://app1.studiocloud.com/support/index.php?/article/AA-00848 Overview

            This tutorial explains how to add an image of the item that a customer is ordering to the invoice.

            How to Add an image of the Item a Customer Ordered to an Invoice
            

            1. Create or Edit An Invoice
            1. Click here for a tutorial on how to create or edit an invoice
            2. Add…]]> Thu, 22 Sep 2016 15:46:02 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00848 http://app1.studiocloud.com/support/index.php?/article/AA-00844 Overview

               This tutorial explains the various ways to add a client to an invoice.
               

               How to add a client to the invoice by typing in their name

               1. Create or edit an invoice
               1. Click here for a tutorial on how to create or edit an invoice
               2. Click…]]> Mon, 29 Aug 2016 21:36:35 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00844 http://app1.studiocloud.com/support/index.php?/article/AA-00837 Overview

               This tutorial explains how to lock and unlock invoices and/or payments so that they can not be edited or deleted.

               Invoice Locking Overview

               • If an employee does not have the security role Unlock Invoices and Payments they will not be able to unlock an invoice…]]> Fri, 22 Jul 2016 03:03:46 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00837