Studio Manager makes it easy to keep track of your clients and all their respective invoices in one place! This article will cover how to create, manage, and edit a client on your Clients page.
On this page:
- Accessing your Clients Page
- Adding a new Client
- Managing and Editing a Client
- Deleting a Client
Accessing your Clients Page
You can access your Studio Manager's Clients page by going to your Studio Manager Dashboard > Clients.
Adding a new Client
To add your first client, click the Create Client button that appears in the middle of the page. If you have previously added a client, simply click New Client in the top right hand corner of the page to add another one.
In the Add Client pop-up that appears, fill in your client's information. When creating a new client, the first name, last name, and email address fields are required fields. You can also click Additional info to add details such as company name, and address.
Don't worry, you can always add or modify your client's information after they have been added to your Clients page!
Managing and Editing a Client
On your Clients page, you can click directly onto any existing client to review their information. Each client will come with the following information fields: Client Info, Invoices, Payments, and Note.
In the top right-hand corner, you can also click Actions for a drop-down list of quick actions, such as: Edit client, Create invoice, and Delete.
Your client's information, like their name and contact details, will be displayed under Client Info. To edit your client's information at any time, click the Pencil Icon in the top right hand corner of the Client Info section.
This will bring up an Edit Client pop-up where you will be able to update your client's details.
All of your client's invoices are shown under Invoices. For easy reference, this section will display an overview of your client's total outstanding amount, past due amount, and total paid.
If you want to quickly create an invoice for your client, you can do so by selecting the green + icon in the top right hand corner of this section. For more information on creating invoices, see here.
You can also access a drop-down menu of quick actions for a specific invoice by clicking the More Options (•••) icon next to the invoice. Depending on the invoice's status, these quick actions include Edit, Duplicate, Download PDF, and Delete.
To further manage one of your client's existing invoices, click directly into the specific invoice. This will take you to the invoice, where you can view its full details. For more information on managing an invoice, click here.
All of your client's past payments will be listed under Payments. Each payment will display the amount paid, a description of its associated invoice, and the date of payment.
To access a drop-down of quick actions for a specific payment, click the More Options (•••) icon next to it.
The options provided will depend on the type of payment, and can include:
- Send receipt: Send an email receipt to your client with a custom subject and message.
- Record Refund: Change the payment's status to Refunded or Partially Refunded. Available only for manual payments.
- Refund: Issue a full or partial refund, and set the payment's status to Refunded or Partially Refunded. Available only for credit card payments.
- Delete: Permanently delete a payment from the associated invoice. Available only for manual payments.
You can also click directly into any specific payment to view its full details. For more information on reviewing payments, click here.
You can create and review private notes about your client in the Note section. Notes are visible only to you in your Studio Manager Dashboard, and clients can not see them. To add or edit a note, click the Pencil Icon in the top right hand corner.
This will bring up an Edit Note pop-up where you can write your private note.
Deleting a Client
You can delete a client from your Clients page by clicking the More Options (•••) icon > Delete.
If you're viewing the specific client, you can also delete them by selecting Actions > Delete.
Note: This action cannot be undone. When you delete a client, their information will be permanently removed, and all outstanding documents and payments will be canceled immediately. Past documents and payments associated with the client will still remain in the system.