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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

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

How to Add a Payment from the Invoice Table

  1. Go to the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click on the Invoices/Estimates/Quotes menu bar
  4. Find the desired invoice in the table
  5. Click the Add Payment button
  6. Click the Save button

How to Add a Payment from the Payments/Refunds Table

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

How to Process a Credit Card using a Cayan Merchant Account

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

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