With Studiometry 16.0 and Studiometry Cloud, you can upload invoices directly to the Cloud for your clients to view and pay.
You will first need to set up access for your Clients. To do this, please see this Knowledge Base article. Once your clients have their access configured, it's easy to send invoices and accept payments.
Step 1. Create an Invoice.
Once a Client is setup with Studiometry Cloud access, simply create a new Invoice on any of their projects. You can do this by going to the Project's Invoices section by selecting a project, clicking the Project Overview dropdown, and selecting Invoices. Next, click the plus (+) button, or press Command-N (or Control-N on Windows).
In the window that appears, select your template and your items to add to the invoice. When you click OK to save, Studiometry will automatically ask if you'd like to upload the item to Studiometry Cloud. Click Save and Upload and Studiometry will open the Cloud Upload window and automatically initiate an upload.
Step 2. Let your Client know that there's an Invoice waiting for them.
After Studiometry uploads your invoice to Studiometry Cloud, you'll be able to easily email your clients and contacts about the pending item. A window will appear that will list out all of the client and contact email addresses. Select one or more to quickly send a notification. Studiometry will use your email settings from the Preferences Window > Emails section to send the subsequent email.
To customize the default email content, select Cloud Menu > Cloud Settings Window and then under the Invoice Upload Settings section press the Customize Default Subject & Body button. Please note, these settings are per-computer, so if you send the notification from another computer it will be different if you've customized this field.
Step 3. Wait.
Now your client gets to log in to Studiometry Cloud and view the invoice. They will be presented with your branded Studiometry Cloud logo and page, and see whatever items you've given them permission to access.
Step 4. (Optional) Accept payments directly on Studiometry Cloud
You can sign up for the ability to accept payments for your invoices directly on Studiometry Cloud. Your clients can enter their card details and the charges will be transferred directly to your bank account. Get started accepting payments.
If you ever need to access an invoice's Cloud Upload window, you can easily get there by doing any of the following:
- Right-clicking on the Invoice and selecting View Cloud Upload Status
- Editing the invoice, and clicking the Cloud Upload tab
- Make any change to an invoice associated with a Studiometry Cloud-enabled Client. The cloud upload window will be opened automatically.
Also, if you make any change to an invoice that is uploaded, Studiometry will ask if you'd like to update the generated content on Studiometry Cloud. This is a good idea, you don't want your clients seeing an out of date invoice.