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Point of Sale Overview
OverviewStudioCloud's point of sale is a powerful invoicing solution which can be customized to meet your needs. Point of Sale Terminology- Product
- Products include anything that a customer purchases that will be a tangible item delivered to them after the purchase.
- Service
- Services include anything that a customer purchases that is not tangible item.
- Package
- Packages are a combination of products and services bundled together into one single price.
- Price List
- Price Lists, sometimes also called product lines, are different prices for the same products, services, and/or packages.
- Invoicing
- An invoice contains the client, the items a client has ordered, the payments, and the payments that a client owes.
- Estimate
- An estimate is a educated guess regarding how much it will cost for specific products, services, and/or packages
- Quote
- A quote is a researched pricing that a customer can agree to to receive specific products, services, and/or packages
- Payments
- The amount that a customer has paid.
- Payment Dues
- The amount that a customer will pay on a certain date
- ePayments
- An ePayment is a payment due that has been emailed or text messaged to a customer to have them pay online
- Payment Plans
- A group of payment dues that were automatically created in StudioCloud
- Inventory
- The number of products that you currently have in stock.
- Order
- The items that need to be delivered to a customer after their order is placed.
Products, Services, Packages and Price Lists- How to Create/Edit Products, Services, Packages, and Price Lists
- How to Import a Price List into StudioCloud
- How to Print or Email a Price List
Invoicing- How to Create or Edit An Invoice
- How to Setup your Logo
- How to Customize the Invoice
- How to Setup your Tax Rate
- How to Have an Invoice Automatically Created from a CloudForm
- How to Setup a Bar Code Scanner to Quickly Add Items to an Invoice
Estimates/Quotes- How to Create or Edit An Estimate or Quote
- How to Convert an Estimate or Quote to an Invoice
Payments, Payment Plans, Payment Dues, and ePayments- How to Add a Payment to an Invoice
- How to Create Payment Plans
- How to Create Payment Dues
- How to Create ePayments
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