Home > StudioPlus Payments - NEW 2026! > StudioPlus Payments GuideStudioPlus Payments Guide
StudioPlus Payments is an optional payment integration powered by Stripe. This add-on is currently only available in myStratus with the Spectra release coming soon. Click here to learn more.
Let's walk through the StudioPlus Payments payment record.
In the Payment Amount section (left side):
Enter the amount to collect:
Type the amount directly or select Pay in Full to fill the full open balance.
Select Partial Pay to choose a percentage.
Payment to Process shows the total that will be charged including the surcharge if the feature is activated. Surcharging only affects card transactions. It will be removed if you select a non-card payment action.
In the Payment Actions section (right side), select one option to record how the payment will be taken.
Use to manually type in card details.
Select Manual Entry.
Enter the credit card information into the secure, PCI-compliant payment gateway.
Check the Save card for future payments box to add this card to the client's saved payment methods list.
Use to take an in-person card payment with a Stripe Reader.
Select Device Reader to activate your powered-on Stripe terminal.
Use this option if you wish to take tip payments via card. Note: Because tipping is added after a payment is initiated, the system will not add a surcharge to tip totals.
See the Stripe Card Readers documentation for reader setup and pairing.
Use a card already saved on the client record.
Select Saved Method.
Choose one of the client’s saved credit cards.
A new saved method can be added at File > Saved Payment Methods on any record.
Send a quick-pay link so the client can pay on their own device.
Select Payment Link.
Choose any delivery method:
QR code - Scan from the client's mobile device's camera.
SMS text (requires the SMS add-on) - Texts the client a link to the online payment portal.
Email - Sends the email found at Maintenance > Preferences > Company Preferences > Invoicing tab.
Copy Link - Copies the link to your clipboard so you can paste in another window.
After creating a link, the payment record is set to Future Payment while waiting for the client to complete the payment. This window does not need to remain open.
In the Payment Link window:
Select Close to return to the payment record (keeps it as a Future Payment).
Select Cancel to reset the record back to a normal payment record so you can select a different payment action.
Record a cash payment.
Select Cash
Use the available tools to calculate change and open the cash drawer.
Apply a gift card payment.
Select Gift Card.
Enter the gift card number (this deducts from the pre-authorized gift card).
Select Verify to confirm validity and check the available balance.
Record any other non-card payment method (example: check).
Select Other.
Choose any listed payment method as defined in:
Maintenance > Invoice > Payment Methods.
Once the selected Payment Action is completed, the payment is recorded. The right-hand side of the record will update with the details of the transaction.
If you need to change payment types after completing a payment action, click Modify in the lower right-hand corner of the record. Note: Credit Card transactions cannot be modified because the payment has fully taken place and a card has been charged. You must create a refund to reverse the transaction.
Select Save & Close to document the payment and close the window.
In the Payment Information section, the Type setting controls whether this record is a payment or a refund.
Select Refund to change the payment record to a refund.
See Refund section below for refund steps and rules.
Use Future Payment when the payment will be taken later (example: payment plans or an online payment link). See Payment Plans for more information.
Check Future Payment.
Set the Due Date.
Define what Payment Method should be used.
The Invoice Information section is read-only and is used to confirm what invoice the payment is tied to (client name, invoice number, invoice date/type, and description).
See the Creating a Refund documentation for detailed refund steps and accounting rules. On the refund record: 1. If only part of a card transaction is being refunded, enter the Refund Amount before clicking Refund Card. 2. Click Refund Card to view all card transactions for this invoice. 3. Select the specific card transaction to refund. If you entered a specific amount to refund, it will refund that portion to the selected card. 4. Select Save & Close to finish recording the refund and close the window. Note: Stripe does not refund processing fees on card refunds. The StudioPlus application fee portion, however, will be refunded and will be reflected in your Managing Payouts tool. See the Managing Payouts documentation for more information.