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Proposals
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Inventory
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Address & Contacts
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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
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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
Stripe and Payroc
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
Payments
Emails
Projects
My Employees
FAQ
Technical Errors
Release Notes
Patch Notes
Monthly Release Notes
Onboarding for New Users
Onboarding Articles
Studio Designer Account
About Studio Designer
Back to home
Knowledge Base
Projects
Projects
Items
Proposals
Purchase Orders
Invoices
Document Sharing
Client Portal
Studio Capture
Inventory
Products
Address & Contacts
Images
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
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
Stripe and Payroc
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
Payments
Emails
Projects
My Employees
FAQ
Technical Errors
Release Notes
Patch Notes
Monthly Release Notes
Onboarding for New Users
Onboarding Articles
Studio Designer Account
About Studio Designer
Projects
Studio Designer 101 Course
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
Active & Inactive Items
Expediting & Tracking
How to Record a Retainer
How to: Different Selling and Purchase Costs
How to Create a Tear Sheet
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
How Do I Create a Credit for an Item with Payment Attached?
See more
Proposals
No option for the client to pay for proposal on Client Portal
Creating Proposals
Proposals: Viewing and Editing
Purchase Orders
Creating Purchase Orders
Voiding 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
See more
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
See more
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
Address & Contacts
How do I upload an image or file to an Address?
Emailing Contacts
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
See more
Images
Fixing Blurry Images
Uploading Images Using the Media Library
