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1 How to Add a Client to an Invoice

Overview This tutorial explains the various ways to add a client to an invoice. How to add a client to the invoice by typing in their name Create or edit an invoice Click here for a tutorial on how to create or edit an invoice Click the Clients tab Type in…

2 How to Add a Deposit, Credit or Retainer Fee

Overview Some businesses require either a retainer fee or a deposit for a service that they provide. Others offer gift certificates or in-store credit. Whatever your business uses, this tutorial will show you how to add and redeem deposits, credits, or retainer…

3 How to Add a Global Discount to an Invoice

Overview You can give a customer a discount on an invoice based on a fixed amount or percentage. The instructions below will explain how to add a global discount to an invoice. You can also add a line item discount to the invoice. The following tutorial explains…

4 How to Add a Payment to Multiple Invoices

Overview StudioCloud has the ability to add a payment across multiple invoices. In the end this still results in multiple payments be created in the program but this process allows you to take one payment so you do not need to process a credit card multiple…

5 How to Add a Refund to a Credit Card Payment

Overview This tutorial will show you how to refund a credit card payment in StudioCloud How to Void or Refund a Payment using your Merchant Account through StudioCloud Please note, a transaction can only be voided if the batch has not been closed yet. Normally…

6 How to Add a Signature Line, Terms of Agreement, or Tax ID to Invoice

Overview This tutorial explains how to add a signature line, terms of agreement, and/or tax id to the invoice. How to Include a Signature Line to Invoices It is important to note that the signature line includes a line for a signature and a line for the date.…

7 How to Add a Thumbnail to a Product/Service

Overview StudioCloud allows you to associate a thumbnail with a product or service. Then when you send a client a price list that image will be included. How to Add a Thumbnail to a Product/Service Open and login to StudioCloud Go to the Point of Sale component…

8 How to Add An Image For An Ordered Item To An Invoice

Overview This tutorial explains how to add an image of the item that a customer is ordering to the invoice. How to Add an image of the Item a Customer Ordered to an Invoice Create or Edit An Invoice Click here for a tutorial on how to create or edit an invoice…

9 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…

10 How to Add Products, Services, or Packages to an Invoice/Estimate/Quote

Overview This tutorial will show you how to add a product to an invoice/estimate in StudioCloud. Instructions to Add Products, Services, or Packages to an Invoice/Estimate/Quote Create a new invoice or edit an existing invoice Click here for a tutorial on…

11 How to Archive and Unarchive Invoices

Overview This tutorial will explain how to view archived invoices, archive an invoice or unarchive an invoice. Archived invoices are invoices that are not displayed in the point of sale table but are kept to maintain records How to Archive or Unarchive an…

12 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…

13 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…

14 How to Create a Map Route

Overview For those businesses that have to visit multiple locations in one day StudioCloud has a variety of mapping features built in to the system. Instructions on how to create a map route are below. How to Create a Route for Events Click on the Calendar…

15 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…

16 How to Create/Edit a Refund on an Invoice

Overview Sometimes you will need to refund part of an invoice. This tutorial explains how to do that in StudioCloud. If you need to refund a credit card payment with one of our integration partners then please see How to Add a Refund to a Credit Card Payment…

17 How to Create/Edit an Invoice, Estimate, or Quote

Overview This tutorial explains how to create and edit an invoice, estimate, or quote How to Create/Edit an Invoice Click on the Point of Sale component Click on the Point of Sale tab Click the Invoices menu button Click the New Invoice button or edit an…

18 How to Customize and Print a Receipt

Overview This tutorial explains how to customize a receipt for a payment and print it. How to Customize the Receipt Click on the Point of Sale component Click on the Settings tab Click on the Customize Receipt button Click the Save button when you are finished…

19 How to Customize the HTML Invoice, Estimate, and Quote Templates

Availability Subscription: EmployeeBoost, PartnerBoost, CloudAlerts, CloudBooking, CloudForms Overview This tutorial will show you how to customize the HTML5 invoice, estimate, and quote templates. HTML5 Invoice Templates Overview How Enable HTML5 Invoice,…

20 How to Customize the Invoice Number

Overview This tutorial will explain how to customize the invoice number in StudioCloud. Please note: The largest possible invoice number supported in StudioCloud is 2100000000. If you try to create an invoice number larger than that it will be automatically…

21 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…

22 How to Customize your Currency Symbol

Overview StudioCloud has included a wide variety of currency symbols; however, due to high customer demand you can now use whatever currency symbol you want to use. The currency symbol is used in both the pdf and html invoice templates. How to Customize Your…

23 How to do Line Item Discounts

Overview The following tutorial explains how to do line item discounts. You can also do global discounts. More information regarding global discounts is available at the following link. http://app1.studiocloud.com/support/index.php?/article/AA-00547/82/How-to-Add-a-Global-Discount-to-an-Invoice.html…

24 How to Duplicate an Invoice

Overview If a business wants to create a new invoice that has all of the same products as an existing invoice then they can do so using the Duplicate Invoice option. This support article explains how to duplicate the invoice. How to Duplicate an Invoice Go…

25 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…

26 How to Enable Popup Alerts For Pipeline Deadlines

Overview This tutorial explains how to have a popup alert window appear in StudioCloud when a lead pipeline, event pipeline, or order pipeline deadline is due. How to Open the Manage Popup Alerts Window Click on the Settings component Click on the Settings…

27 How to Export Products, Services, Packages, and Price Lists To CSV

Overview This tutorial explains how to export products, services, packages, and price lists to csv How to Export Price Lists To CSV Go to the Point of Sale component Click on the Settings tab Click the Manage Price List button Click the Import/Export menu…

28 How to Link a Session, Event, or Appointment With An Invoice

Overview This tutorial explains how to link sessions, events or appointments with an invoice. By linking them together you can generate reports based on the session. How to Automatically Attach a Session, Event or Appointment to a New Invoice Create a new…

29 How to Lock Invoices and Payments

Overview This tutorial explains how to lock and unlock invoices and/or payments so that they can not be edited or deleted. Invoice Locking Overview If an employee does not have the security role Unlock Invoices and Payments they will not be able to unlock…

30 How to Open the PDF File in the Computer's Default Reader Program

Overview This tutorial explains how to change the PDF Reader used by StudioCloud How to Open StudioCloud Settings Click on the Settings component Click on the Settings Tab Click the Manage StudioCloud Settings button How to Open the PDF File in the Computer's…

31 How to Print Customer Invoice History

Overview The instructions below will help you produce a PDF with your client's invoice history. How to Print Customer Invoice History Go to the Clients component Find and edit the client In the Edit Client window select the History tab Click the Invoices…

32 How to Print the Invoice with Different Logos

Overview StudioCloud supports printing an invoice with up to 3 different logos. Setup Logos For PDF Invoice Click here for a tutorial on how to setup your Logos in StudioCloud How to Print An Invoice With A Custom Logo By default when printing a logo it will…

33 How to Print/Email a Price List

Overview This tutorial will explain how to print or email a copy of one of your price list How to Print a Price List Go to the Point of Sale component Click on the Settings tab Click the Manage Price List button Click the Price List tab Find the Price List…

34 How to Put Products in a Specific Order in an Invoice

Overview Sometimes businesses will want to have the products in an invoice displayed and printed in a specific order. This support article provides instructions on how to do that. How to Put Products in a Specific Order in an Invoice Either create or edit…

35 How to Refund a Locked Invoice using a Credit Memo

Overview This tutorial explains how to refund a locked invoice by using a credit memo How to Refund a Locked Invoice Using A Credit Memo Edit a locked invoice Click here for a tutorial on how to create or edit an invoice Click the More Actions menu Click…

36 How to search for an invoice by Invoice Number

Overview This tutorial explains how to view an invoice by invoice number How to Search For An Invoice By Invoice Number Open and login to StudioCloud Go to the Point of Sale component Select the Point of Sale tab Click on the "Options" menu Click on the "Action…

37 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.…

38 How to Setup Canadian Sales Taxation: GST & PST or HST

Overview StudioCloud can be setup to calculate sales tax for Canadian users which deal with issues of one or two different taxes, and also double taxation (a piggyback tax). How to Setup Canadian Sales Taxation: GST & PST GST – Canadian Goods &…

39 How to setup Commission tracking

Commission Tracking Overview This tutorial explains how to setup commission tracking as well as the steps that are needed to tracking specific types of commissions. Commission Tracking Setup To track commissions you must do the following: The employee commission…

40 How to Setup GST (Goods and Services Tax)

Overview StudioCloud can be setup to calculate the GST (Goods and Services Tax) Please note, if your products' prices have the GST included in them already then you will need to calculate the product price before GST is added on to the product and enter that…

41 How to Setup VAT (Value Added Tax)

Overview StudioCloud can be setup to calculate the VAT (Value added Tax) How to Setup VAT (Value Added Tax) Go to the Point of Sale component Click on the Settings tab Click on the Manage Invoice and Tax Settings button Enter in the name "VAT" and the tax…

42 How To Setup Your Default Tax Rate And Tax Profiles

Overview This tutorial explains how to setup a default tax as well as additional tax profiles How to Setup the Default Tax Rate Click on the Point of Sale component Click on the Settings tab Click the Manage Invoice and Tax Settings button Enter the default…

43 How to Setup your TSYS Account

Overview TSYS, previously Cayan, is a credit card processing company that integrates with StudioCloud. StudioCloud's integration with TSYS allows you to process a credit card and save it for a future transaction. In addition, you can send a request by email…

44 How to Transfer a Payment or Balance Due to a Different Invoice

Overview Sometimes businesses will take a deposit for future services or even an initial payment from a client. They record this in an invoice in StudioCloud. Then at some future date after the service has been rendered they want to apply that payment to…

45 How to Undelete Client, Session, Invoice, Etc.

Overview This tutorial provides the steps to undelete a client, session/event/appointment, invoice, payment, project, task, or bookkeeping ledger entry How to Open the Logbook To undelete a resource the logbook must first be open. Below are the steps to open…

46 Managing Saved Credit Cards

Overview With a Cayan account StudioCloud allows you to not only process credit cards but save them for future use. This tutorial explains a few keys to managing your saved credit card information. Saving a new Credit Card There are two ways to save a new…