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1 Can I use my own Merchant Account

Overview This tutorial explains what the advantages are to using a merchant account that is integrated with StudioCloud as well as how you can use a merchant account that isn't integrated. Advantages To Using Integrated Merchant Accounts StudioCloud has developed…

2 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…

3 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…

4 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…

5 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…

6 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…

7 How to Create, Edit, and Use Gift Cards With Your TSYS Account

Overview This tutorial explains how to create a new TSYS gift card, edit an existing TSYS gift card, or use a TSYS gift card. How to Setup TSYS In StudioCloud Click here for instructions on how to setup TSYS in your StudioCloud account How to Activate and…

8 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…

9 How to Create/Edit and Use StudioCloud's Gift Card System

Overview This tutorial explains how to create a new gift card or edit an existing gift card. How to Create/Edit A Gift Card From The Gift Card Manager Window Click on the Point of Sale component Click the Settings tab Click the Manage Gift Cards button Either…

10 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…

11 How to Import Gift Cards From CSV File

Overview This tutorial explains how to import gift cards from a csv file into StudioCloud. How to Import the Gift Card CSV Into StudioCloud Go to the Point of Sale component Click the Settings tab Click the Manage Gift Cards button Click the Import From CSV…

12 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.…

13 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…

14 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…