Home > StudioPlus Payments - NEW 2026! > StudioPlus Payments GuideStudioPlus Payments Guide
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 (which only applies to credit card transactions).
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.
Use to take an in-person card payment with a Stripe Reader.
Select Device Reader to activate your Stripe terminal.
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.
Send a quick-pay link so the client can pay on their own device.
Select Payment Link.
Choose any delivery method:
QR code (scannable).
SMS text (requires the SMS add-on).
Email (Sends the email found at Maintenance > Preferences > Company Preferences > Invoicing tab).
Copy Link.
After creating a link, the payment record is set to Future Payment while waiting for the client to complete the payment.
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.
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. 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 documentation for refund steps and rules.
Use Future Payment when the payment will be taken later (example: payment plans or an online payment link).
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).