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1 How to Convert an Estimate/Quote to an Invoice

Overview StudioCloud allows you to create and save estimates or quotes for your customers. Once the estimate or quote has been finalized and you are ready to receive payment you will need to convert it to an invoice. The instructions below explain how to…

2 How to Create/Edit An Estimate or Quote

Overview This tutorial explains how to create and edit an esimate How to Create/Edit an Estimate or Quote Click on the Point of Sale component Click on the Point of Sale tab Click the Invoices/Estimates/Quotes menu button Click the New Estimate or New Quote…

3 How to Customize the Look and Feel of the PDF Invoice

Overview This tutorial will show you how to customize the look and feel of the printed PDF invoices. How to Get to the Customize Invoice Look and Feel window Click on the Point of Sale component Click on the Settings tab Click the Customize Look & Feel…

4 How to Email Contracts To Be eSigned

Overview The tutorial explains how to email a contract to a client to be esigned. How to Create a Contract Template Before a contract can be emailed to a client a contract template must be created first. Click here for a tutorial on how to create a contract…

5 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.…

6 How To Setup Your Products, Services, Packages, & Price Lists

Overview This feature allows you to add products , services , packages and price lists th at your studio has available to purchase. Concepts Products include anything that a customer purchases that will be a tangible item delivered to them after the purchase.…