How do I change the default email settings when sending an email? The funds will be transferred directly to your bank account based on your Stripe account settings. Once they pay the invoice, you’ll receive a notification of the new payment in Studiometry, and the invoice will be marked as paid if the balance has been fully paid.
Your client can now view their invoice on the web. This is also how the invoice link is sent. Studiometry uses the settings in the Cloud menu > Cloud Settings Window for the default subject and body of the email. After it’s uploaded, you’ll be asked if you want to send an email to your client. Just create and save a new invoice and Studiometry will ask if you’d like to upload it to the Cloud. It’s simple to send an invoice once everything is set up. This will create new credentials for all clients in your system. From here click the Generate Login Credentials for all Clients button. If you want to allow access for all clients, go to the Cloud menu > Cloud Settings Window. Make sure they are allowed access and have login credentials set. By default, Studiometry allows Cloud access and generates credentials for all newly created Clients.īut if you have this disabled, or have an older database with older Clients, you can setup Cloud access for an individual client by selecting it in the Main window, choosing Client menu > Edit Client, and then going to the Studiometry Cloud Access tab. Enable Client Access for Studiometry Cloud. You can check the status of your account and continue the signup process at any time by coming back to the Accept Payments window. The required info varies by country, and the signup process might involve multiple interactions with Stripe before you’re fully approved. Stripe will ask for all of the information necessary to accept credit card payments on Studiometry Cloud. If you already have a Stripe account, you can link it here. You’ll then be taken through the process of signing up for a Stripe account. Once you’re in, at the top click Accept Payments. To do this, log in to your Studiometry Cloud Admin panel at. Next you’ll need to set up your Cloud account to allow payments. Set up your Cloud account to allow payments. If you don’t, you can sign up directly through the app by selecting Cloud menu > Enable Studiometry Cloud and following the directions on screen to create your account. Studiometry will email a link to your client where they can view the branded invoice and pay securely.The payment data and updated invoice information will automatically sync back to your local copy of Studiometry.įirst you need to have an active Studiometry Cloud account. Once you’re set up, all you need to do is make a new invoice. We’ve partnered with Stripe, an industry leader in secure payment processing. We pay about 50/month for a business account, and its actively developed and updated constantly.With Studiometry 16, you can now send Invoices that your Clients can view and pay directly on the Studiometry Cloud website. Both of those integrate with the pm part as well. It also comes with a very nice email ticketing system and team chat if you aren't already using something else. Teamwork isn't self hosted but will let you use a custom domain. Teamwork does this the best that I've seen, though not perfectly, and many don't work that way at all. That means that most project management/invoicing apps out there don't work very well for us, since they don't understand that we have many clients, who each have many projects, and that sometimes I need billing or reports or time by project, and some times I need it by client. My company is a bit different though in that we do most of our work for companies that also do what we do, and they hire us to take on projects they don't have the expertise or manpower for. I looked at all of the other options mentioned in this thread, tried most and felt this one was the closest to what I wanted.
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