How to Add or Edit a Payment in StudioCloud

Overview

Adding a payment to an invoice from either cash, check, or credit cards is a simple and easy process in StudioCloud. This tutorial will cover the basic instructions on how to add a payment to an invoice in StudioCloud.

How to Add/Edit a Payment

Go to the Point of Sale component
Click on the Point of Sale tab
Click on the Invoices/Estimates/Quotes menu bar
Create a new invoice or edit an existing invoice
Select the Payments tab
Add a new Payment or edit an existing payment

How to Add a Payment from the Invoice Table

Go to the Point of Sale component
Click on the Point of Sale tab
Click on the Invoices/Estimates/Quotes menu bar
Find the desired invoice in the table
Click the Add Payment button
Click the Save button

How to Add a Payment from the Payments/Refunds Table

Go to the Point of Sale component
Click on the Point of Sale tab
Click on the Payments/Refunds menu bar
Edit the desired payment in the table

How to Process a Credit Card using a Cayan Merchant Account

If the payment is a credit card see this tutorial How to Process a Payment using your Cayan merchant account for instructions on how to process the credit card payment

How to Add a Payment for a Credit Card Processed Outside of StudioCloud

Go to the new Payment window using one of the steps above
Select the Credit Card option from the payment type combobox
Enter the payment amount in the Amount text field
Click the Credit Card Processed checkbox