Studio Manager makes it easy to keep track of all your payment activity. This article will go over how to view and export your clients' payments, issue receipts and refunds, and record new payments manually.
In order to begin accepting payments for invoices, you will need to have set up at least one payment method in Studio Manager. You can do this in Studio Manager Dashboard > Settings > Payments. For more information on setting up your payment methods, click here.
On this page:
- Reviewing your Payment History
- Managing a Payment
- Recording a Manual Payment
Reviewing your Payment History
You can view your payment activity by going to Studio Manager Dashboard > Payments.
You can filter which payments are displayed by clicking All payments, Paid, or Refunded. You can also sort payments by amount, description, client, and date by clicking on the respective category names.
Exporting your Payments
You can export all your invoice payments into a CSV file by clicking Export in the top right hand corner.
The CSV file will automatically organize details for your invoice payments across important columns, including charge date, invoice number, total amount paid, net amount, tax amount, tip amount, and more.
For more information on exporting your payments, click here.
Managing a Payment
You can click the More Options (•••) icon next to any payment to view a drop-down menu of quick actions, such as Send receipt, Refund, Record Refund, and Delete.
Clicking directly onto any payment will take you to its full details, including its receipt number, the associated invoice, and the method of payment.
Your client can view their receipt from their invoice, but you can send them a receipt directly for their payment by clicking the Send Receipt button in the top right hand corner.
In the Send Payment Receipt pop-up that appears, you can edit the subject line, and leave a custom message for your client.
Once your receipt is sent, your client will receive an email containing a direct link to their receipt.
Clicking View Receipt will take your client to their receipt, where they can easily save a copy for their records by printing it, or downloading it as a PDF file.
If you need to issue a refund for a credit card payment, you can do so by clicking Refund in the top right-hand corner.
If you have refunded your client directly for a manual payment, you can record the refund by clicking Actions > Record refund.
For a step-by-step guide to refunding payments, click here.
Recording a Manual Payment
If your client chooses to pay for an invoice or session using a manual payment method, you can easily record the payment for their invoice once you've received their payment outside of Pixieset!
To record the manual payment, go to your Studio Manager Dashboard > Invoices, and select the invoice that you'd like to record the payment for. Then, click Actions > Record Payment.
In the Record Payment pop-up that appears, fill in your manual payment information and select whether you'd like to notify your client that their payment has been recorded.
Click Submit to record the manual payment.
Once the payment has been recorded, it will appear under the Payments section of the invoice. If you want to send a receipt for your client, click More Options (•••) > Send Receipt.
You can also view and send a receipt for the recorded payment from your Payments page in the same way.