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Projects
Items
Proposals
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Invoices
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Inventory
Products
Address & Contacts
Images
Items - FAQ
Accounting
Money Out
Bank Import
Reconcilliation
Make Deposit
General Ledger
Money In
Close the Year
Journal Entry
Time Billing
Time Billing
Activities
Reports
Reports and Forms Overview
Custom Reports
Custom Forms
Document Share
FAQ
Settings
Settings: My Company
Payment Defaults
Settings: Accounting
Settings: Items/Products
Settings: Track Time/Activity
Settings: My Employees
Settings: Clients/Projects
Users & Accounts
Settings: Advanced
Settings: Priorities
StudioPay
StudioPay Toolkit
Getting Started
Financials: Disbursements, Refunds, and Payment Disputes
StudioPay Reporting
FAQs
Video Tutorials
Studio Designer Training Series
Getting Started
Setup Topics
Advanced Topics
Key Terms
Upgrading to Studio Designer from Another System
Best Practices
Support Options
External Support Resources
In-House Support Resources
Migration
Mobile App
Studio Designer Mobile App
Discounts
Vendor Discount
Troubleshooting
Sales Tax
Studio Capture
Adding Users/Licenses
Import
Items
Time Billing
Emails
Projects
My Employees
FAQ
Technical Errors
Release Notes
Monthly Release Notes
Onboarding for New Users
Onboarding Articles
Studio Designer Account
About Studio Designer
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Knowledge Base
Projects
Projects
Items
Proposals
Purchase Orders
Invoices
Document Sharing
Client Portal
Studio Capture
Inventory
Products
Address & Contacts
Images
Items - FAQ
Accounting
Money Out
Bank Import
Reconcilliation
Make Deposit
General Ledger
Money In
Close the Year
Journal Entry
Time Billing
Time Billing
Activities
Reports
Reports and Forms Overview
Custom Reports
Custom Forms
Document Share
FAQ
Settings
Settings: My Company
Payment Defaults
Settings: Accounting
Settings: Items/Products
Settings: Track Time/Activity
Settings: My Employees
Settings: Clients/Projects
Users & Accounts
Settings: Advanced
Settings: Priorities
StudioPay
StudioPay Toolkit
Getting Started
Financials: Disbursements, Refunds, and Payment Disputes
StudioPay Reporting
FAQs
Video Tutorials
Studio Designer Training Series
Getting Started
Setup Topics
Advanced Topics
Key Terms
Upgrading to Studio Designer from Another System
Best Practices
Support Options
External Support Resources
In-House Support Resources
Migration
Mobile App
Studio Designer Mobile App
Discounts
Vendor Discount
Troubleshooting
Sales Tax
Studio Capture
Adding Users/Licenses
Import
Items
Time Billing
Emails
Projects
My Employees
FAQ
Technical Errors
Release Notes
Monthly Release Notes
Onboarding for New Users
Onboarding Articles
Studio Designer Account
About Studio Designer
Projects
Studio Designer 101 Course
Items
How to Create a Tear Sheet
Active & Inactive Items
Creating Specification Sheets
How do I permanently delete multiple items?
How do I add multiple items to an existing invoice or purchase order?
How do I switch an item from one client to another?
Copy Purchase
3rd Party Freight
Expediting & Tracking
How to Record a Retainer
How to: Different Selling and Purchase Costs
Introduction to Items
Viewing Your Items List
How do I create an item?
Items - Other Costs
Items - Budget Amounts Section
Cloning Items
Copying Items (from One Project to Another)
Copying an Entire Project with Bulk Copy
Creating an Item from Products
Items - Batch Update Dates & Details
Items - Select All
Request For Quote - RFQ
Adding Items to Orders, Invoices, & Proposals
Items: Modifying Invoices
Vendor Status
Client Status
Creating a Discount with Other Costs
Reversing Credit Item or Credit Invoice
How Do I Pass Fees Onto Clients?
Creating New Rooms & Room Lists
Paying With Client's Credit Card
How Do I Set the Client Deposit to an Amount Instead of a Percentage?
How Do I Update the "Received Date" on All Items Ordered?
Multiple Items From the Same Vendor on the Same Order
Client Discounts
Creating a Credit Item
How to Present an Item in the Client Portal
How to Create Client Budget by Client/Project and by Room
Why aren’t all my items showing on the proposal and/or invoice?
How can I adjust the price of an item that has already been invoiced?
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Proposals
Toggling Payment Methods on a Per-Document Basis
Creating Proposals
Proposals: Viewing and Editing
Purchase Orders
Creating Purchase Orders
Voiding Invoices, Proposals, and Purchase Orders
What's the difference between removing items and voiding orders?
How Do I Change the Ship To Address On An Order?
Invoices
Creating a Preview for Merchandise Invoices
Creating Invoices
Editing Invoices
Revising Selling Cost on Invoices
Document Sharing
How can I generate receipts and payment history?
How can I confirm whether a purchase order, proposal, or invoice I emailed was received and opened?
Sending Multiple Proposals or Invoices
Interactive Documents
Sharing Documents With Your Clients
Printing Multiple Documents At One Time
How To Fit Proposals, Invoices & Orders on One Page.
Downloading PDF Files of Proposals, Orders or Invoices
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Client Portal
Pinning and Sorting in the Client Portal
Print First Component Only
Client Portal Overview
Inviting Your Client to the Client Portal
Client Portal Settings
How to Accept Payment When Not Using the Client Portal
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Studio Capture
Studio Capture Installation
Using Studio Capture
Inventory
How can I create or delete inventory categories?
Adjusting Inventory - Writing off and Donating Inventory
Using Inventory
Purchasing Inventory
Selling Inventory
Moving Items to Inventory
What is the "Adjust" section in "My Inventory"?
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Products
Introduction to Products
How Do I Use My Products?
Item Description templates using My Products
How to Import My Products Templates
Address & Contacts
Emailing Contacts
How do I upload an image or file to an Address?
Accessing Alternative Address Types.
Relating a Project to Client Address
Addresses & Contacts: Overview
Creating a New Address
Address Codes Settings
Address Update Tax Feature
Updated Address Screens
Importing Addresses
Cloning an Address
Creating Contacts
Cloning a Contact
Vendor Credentials in Vendor Addresses
Merge Addresses
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Images
Fixing Blurry Images
Uploading Images Using the Media Library
Items - FAQ
How can I delete an item from a purchase order if funds haven't been applied to it?
What’s the simplest way to adjust tax and freight on a purchase order after it’s been entered?
How can I un-void a proposal or invoice?
How can I change the deposit amount on a proposal?
How can I remove Sales Tax from an item?
Do I still need to create a purchase order for zero-cost items to close them out if we are selling them at zero cost to us?
How can I invoice a client for a partial amount and not the full amount due?
How can I remove Sales Tax from a Purchase Order?
Why can’t I remove a specific item from my purchase order?
Will unvoiding a purchase order also unvoid the payment I applied?
How can I total the quantities of fabrics from multiple vendors on one proposal?
How can I prepare quotes in other currencies?
When should I use components and what is the benefit of them?
How can I change the status of an item on a proposal?
Why is the Selling Price not showing up on my item?
Can I change the tax to be a specific amount for an item?
Why aren’t all the images showing on my proposal?
How can I rearrange the order of items on my proposal?
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