Skip to main content

How to Add or Edit a Payment in StudioCloud

Updated

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 or Edit a Payment

  1. Go to the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click on the Invoices/Estimates/Quotes menu bar
  4. Create a new invoice or edit an existing invoice
  5. Click the Add Payment button or edit an existing payment

How to Add a Payment from the Invoice Table

  1. Go to the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click on the Invoices/Estimates/Quotes menu bar
  4. Find the desired invoice in the table
  5. Click the Add Payment button

  6. Click the Save button

How to Edit a Payment from the Payments/Refunds Table

  1. Go to the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click on the Payments/Refunds menu bar
  4. Edit the desired payment in the table

 

How to Process a Credit Card using a Global Payments Integrated Merchant Account

Click here for instructions on how to Process a Credit Card Payment using Global Payments Integrated

 

How to Record a Credit Card Payment Processed Outside of StudioCloud

  1. Go to the new Payment window using one of the steps above
  2. Select the Credit Card option from the payment type combo box
  3. Enter the payment amount in the Amount text field
  4. Click the Payment Processed button as shown in the screen shot below