In the latest StudioCloud update, version 3.1.197, our team has released the latest integration feature with Merchant Warehouse called StudioCloud AutoPay. This is available to any StudioCloud accounts that have a Merchant Warehouse account setup in StudioCloud. This feature allows you to set a default credit card for your clients and then to have StudioCloud automatically process payments due on the payment due deadline.
We have put together a support article to help you get started with this new feature which is available here: http://app1.studiocloud.com/support/index.php?/article/AA-00676/0/
When StudioCloud AutoPay processes a payment your clients will receive a message. Currently this message is not customizable. It will contain the subject line "Your Payment To YOUR_BUSINESS_NAME" and a simple message of "A payment of $AMOUNT was successfully processed for invoice #INVOICE_NUMBER for CLIENT NAME on DATE"
You will also receive an email containing a summary of all of the payments that were processed each day. It will contain a similar message for each payment but the text could be different if the payment was declined.
Also, if the payment is successful then StudioCloud will automatically convert the Payment Due to a Payment and transfer it to Bookkeeping.
Showing posts with label invoices. Show all posts
Showing posts with label invoices. Show all posts
Friday, August 16, 2013
Wednesday, April 10, 2013
Product Changes in the Invoice
With the most recent release of StudioCloud there were quite a few updates and changes to StudioCloud. For a summary of the changes made please see the labs page http://labs.studiocloud.com/studiocloud-beta
One of the changes that was made affects how the available products, services, and packages are displayed when creating or editing an invoice. A screenshot is available below to give you an idea of what the new product list looks like.
As you can see in this screen shot there is no longer an option in the list to click on a header and view only the products, services, or packages but rather the default is to "View All Items" which means that products, services, and packages are displayed together. To distinguish between products, services, and packages when you view them together a [P] has been put in front of product name and a [S] has been put in front of service name. Packages do not include any notation in front of the name.
You can change which products, services and packages are visible by changing the price list in the combo box at the bottom of the table. By default "All Products/Services" are displayed.
At the top of the products table is a combo box that says "View All Items" by default. If you want to view only products, services, or packages you can do that by changing what is selected in that combo box.
One last thing to make note of is that if you hover your mouse over an item in this list you will get more details including the full description in a tooltip and you can also still search for a product, service, or package using the search box at the top.
All of these changes were made to accommodate the QTY field that has been added in to this table. The QTY field is for the inventory management component and we will have more on this in a future post.
One of the changes that was made affects how the available products, services, and packages are displayed when creating or editing an invoice. A screenshot is available below to give you an idea of what the new product list looks like.
You can change which products, services and packages are visible by changing the price list in the combo box at the bottom of the table. By default "All Products/Services" are displayed.
At the top of the products table is a combo box that says "View All Items" by default. If you want to view only products, services, or packages you can do that by changing what is selected in that combo box.
One last thing to make note of is that if you hover your mouse over an item in this list you will get more details including the full description in a tooltip and you can also still search for a product, service, or package using the search box at the top.
All of these changes were made to accommodate the QTY field that has been added in to this table. The QTY field is for the inventory management component and we will have more on this in a future post.
Tuesday, May 4, 2010
New StudioCloud Features!
The development team has been hard at work to bring you many new and exciting features. The features that have been added to the software allow for more user customization and an overall intuitive experience!
Some of these new features include:
An entirely new customizable PDF invoice! You can change the color of the tables, add file names, insert a personalized message to each invoice, choose which columns to display and more!
Create and email documents and Contracts! With our document generator, you can quickly and easily create document and contract templates that are auto filled when attached to a client, event, or invoice. This new feature will save you extensive time and energy by taking out the tedious step of filling out the information yourself.
New tax reports! These reports are Cash Based and Accrual Based. Some states require tax reports based off cash or accrual, and these two tables will help you depending on your individual state tax requirements.
More import options! You can now import a client list in CSV format with either comma separated or tab delimited, making the switch from a third-party software easier and much more simple.
A new extensive Bookkeeping report! In the Bookkeeping section of StudioCloud, you can easily track your income and expenses. In the new Chart of Categories report, it breaks down and totals each income and expense section to help you stay on target with your business financial goals.
Project and Task alerts! Have you ever missed a deadline for a project? With this new feature, you can rest assured that your projects will be finished on time with new project and tasks alerts that remind you when the project is due.
Request Online ePayments from customers! This feature works hand in hand with your Merchant WareHouse account. If a customer cannot make it to your office to make a payment, simply send them an ePayment request! With this new feature, you can always make sure that your customers pay you on time.
Credit Card Swiping! This new feature allows you to swipe a customer’s credit card directly from your office, eliminating the need for you to manually enter in their credit card information. Working with your Merchant WareHouse account, you can then process the payment and record it in your StudioCloud account.
View your billing history! If you’ve ever wanted to know your billing history with StudioCloud, you can now find that information quickly and easily with this new feature.
Store credit card information! With this exciting new feature, you can store and save a customer credit card information safely with your Merchant WareHouse account. This way, if you need to charge the customer at a later date, you can.
Clock in and out from StudioCloud mobile! This feature allows you or your employees to clock in and out from any location while it automatically tracks your hours back to your StudioCloud account. If you are not using studiocloud.com/m from your phone or other mobile devices, check it out!
Of course, we are constantly updating StudioCloud to make sure you have the best experience with our software! For more information regarding updates, please visit our online community forum here: http://www.mystudiocloud.com
Please visit our website, www.studiocloud.com for more information!
Thanks,
StudioCloud Team
StudioCloud, it’s just that easy!
Some of these new features include:
An entirely new customizable PDF invoice! You can change the color of the tables, add file names, insert a personalized message to each invoice, choose which columns to display and more!
Create and email documents and Contracts! With our document generator, you can quickly and easily create document and contract templates that are auto filled when attached to a client, event, or invoice. This new feature will save you extensive time and energy by taking out the tedious step of filling out the information yourself.
New tax reports! These reports are Cash Based and Accrual Based. Some states require tax reports based off cash or accrual, and these two tables will help you depending on your individual state tax requirements.
More import options! You can now import a client list in CSV format with either comma separated or tab delimited, making the switch from a third-party software easier and much more simple.
A new extensive Bookkeeping report! In the Bookkeeping section of StudioCloud, you can easily track your income and expenses. In the new Chart of Categories report, it breaks down and totals each income and expense section to help you stay on target with your business financial goals.
Project and Task alerts! Have you ever missed a deadline for a project? With this new feature, you can rest assured that your projects will be finished on time with new project and tasks alerts that remind you when the project is due.
Request Online ePayments from customers! This feature works hand in hand with your Merchant WareHouse account. If a customer cannot make it to your office to make a payment, simply send them an ePayment request! With this new feature, you can always make sure that your customers pay you on time.
Credit Card Swiping! This new feature allows you to swipe a customer’s credit card directly from your office, eliminating the need for you to manually enter in their credit card information. Working with your Merchant WareHouse account, you can then process the payment and record it in your StudioCloud account.
View your billing history! If you’ve ever wanted to know your billing history with StudioCloud, you can now find that information quickly and easily with this new feature.
Store credit card information! With this exciting new feature, you can store and save a customer credit card information safely with your Merchant WareHouse account. This way, if you need to charge the customer at a later date, you can.
Clock in and out from StudioCloud mobile! This feature allows you or your employees to clock in and out from any location while it automatically tracks your hours back to your StudioCloud account. If you are not using studiocloud.com/m from your phone or other mobile devices, check it out!
Of course, we are constantly updating StudioCloud to make sure you have the best experience with our software! For more information regarding updates, please visit our online community forum here: http://www.mystudiocloud.com
Please visit our website, www.studiocloud.com for more information!
Thanks,
StudioCloud Team
StudioCloud, it’s just that easy!
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