| 1 |
Accrual Based Tax Table
Overview The accrual based tax table allows you to see what tax you owe based on the date for an invoice. This option is more common for larger businesses. How to View the Tax Based on the Payment Date Click here for a tutorial on how to view the tax based… |
| 2 |
Cash Based Tax Table
Overview The cash based tax table allows you to see what tax you owe based on the date for a payment. This option is more common for small businesses. How to View the Tax Based on the Invoice Click here for a tutorial on how to view the tax based off of the… |
| 3 |
Compare Sales And Income By Year
Overview This report compares this year vs last years sales and income. How to View the Report Click on the Point of Sale component Select the Reports tab Click the Compare Sales and Income button How to Export the Data to a CSV file The Export options supports… |
| 4 |
Export or Print Invoices with a Balance Due
Overview This tutorial explains how to export a list of invoices with a balance due to a csv file or how to print a list of invoices with a balance due How to Select Invoices with a Balance Due Go to the Point of Sale component Select the Point of Sale tab… |
| 5 |
List of Products Sold By Tag*
Overview The report list of products sold by tag is a table with exportable options that will generate a list of all of the products that have been ordered for specific tags. This report is helpful if you need to see the notes for all of the products. An… |
| 6 |
Locked Invoices Table
Overview The locked invoices table provides a list of invoices based on when the invoice was locked. How to Access the Locked Invoices Table Click on the Point of Sale component Click on the Reports tab Click the Locked Invoices Table button How to Export… |
| 7 |
Overview of Point of Sale Reports
Overview This tutorial provides an overview on each of the reports in the Point of Sale View Purchased Products Please see View Purchased Products for a description of this report View Client's Payments Please see View Clients Payment Report for a description… |
| 8 |
Payment Type Details
Overview The StudioCloud payment type details table shows a breakdown of sales based on the desired payment type. It includes payee, payment details, category, account, as well as total of all payments in the time frame. It also includes the ability to export… |
| 9 |
Point of Sale Reports By Calendar Type
Overview This tutorial provides instructions regarding how to group data in the point of sale based on calendar type How to Open the Invoices By Calendar Type Window This option groups invoices based on their calendar type Go to the Point of Sale component… |
| 10 |
Sales Report
Overview The StudioCloud sales report is a simple and easy-to-read report that shows all of your sales, specifically the invoices, within a specific time frame. The Sales Report displays the date, invoice number, client name, subtotal, discount, shipping,… |
| 11 |
Sales Tax and Tax Overview
Overview StudioCloud supports two different methods whereby you can track sales tax or, if you are outside of the United States, other types of tax. Tax Overview In StudioCloud you can track the tax your business owes either by tracking it based off of the… |
| 12 |
View Client Payments Report
Overview This report allows you to print or view a list of the clients that have paid you money for invoices that were made within a specific time frame. The table displays the client's name and the total amount they have paid. You can change the specific… |
| 13 |
View Payments Owed Report
Overview This report allows you to view or print a list of clients that owe you money for invoices that were made within a specific time frame. The table displays the client's name and the total amount they owe you. You can change the specific time frame… |
| 14 |
View Payments Received (Deposit Report)
Overview The Payments Received report provides you with a list of each payment that you have received in specific time period. It groups the payments into payment type (e.g., cash, check, credit card) and provides a sum total for each payment type. How to… |
| 15 |
View Purchased Products, Services, and Packages
Overview The Purchased Items report provides information regarding purchased products, services, and packages. Purchased Item Report Options Filters - Filters can be used to either hide or show products, services and packages depending on what you want to… |
| 16 |
Zero Tax and Tax Exempt Products Report
Overview StudioCloud offers you the ability to keep track of your non-taxable products, services and packages. What is the Difference? Tax exempt items are products and services that are exempt from taxes. Zero tax items are items that are not exempt from… |
Categories