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Payments Due

1 How to Convert a Payment Due to be a Payment

Overview A payment due is used to keep track of future payments on an invoice. Eventually those payments due should be converted to actual payments. How to Convert a Payment Due from the Overview component Click on the payment due Click the Convert to Payment…

2 How to Create a Payment Plan for a customer

Overview This tutorial will show you how to create a payment plan in StudioCloud. A payment plan can only be created from an invoice with a payment due. What is a Payment Plan A payment plan is a group of payments dues spread out over a time period. What…

3 How to Create/Edit Payments Due

Overview Payments due are a record of future payments that are owed for an invoice. These can be created with a payment plan or as an individual payment due. How to Use a Payment Plan Click here for instructions on how to add multiple payment dues to an invoice…

4 How to Send an ePayment Request (Merchant Account Required)

Overview StudioCloud has partnered with various merchant providers to include credit card processing integration. Part of that integration includes an option to send an ePayment which is a request sent to your client via email to pay their invoice online.…

5 How to Setup AutoPay (Requires a Merchant Account)

Overview This feature allows you to setup a default credit card for your customers and then have payments due be automatically processed on their due date using your Cayan, previously Merchant Warehouse, account. This support article contains instructions…

6 How to Setup Balance and Payment Due Reminders

Overview CloudAlerts can be utilized to send reminder emails or text messages to customers to remind them to pay their either entire invoice balance due or the payment dues. It can also provide a payment link in the email with which they can click on to pay…

7 Overview of Payments Due

Overview This tutorial introduces you to the functionality available in the payments due section of StudioCloud. Explanation of Payments Due Main Table The main table contains a list of payments that are due filtered by the time frame displayed in the top…