My Company is the address and contact information for your firm, as well as defaults for options throughout the application, which are set up in My Company.

 

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Address and Contact Information

Enter your company address information here. All of the name and address information that prints on your default forms (Proposals, Orders, Invoices, and Statements) will come from this page.

Sidemark 

Enter your company name in the Sidemark field. Sidemarks are automatically generated for purchase orders. They are normally included in the paperwork that ships with the goods you order and help you (and those that work with your items) to identify them.

The Sidemark contains 4 main parts:

  • Your company (This is normally a shortened version of your firm's name or just your firm name)
  • Client (defined on the codes tab of the client/project address record)
  • Room (defined in the room list)
  • Item (beneath the description field in the item record)

Example: Sarah Design Studio / Douglas / Entry / Antique Russian Lamp

 

Accounts

Studio Designer is partnered with Payscape and Paypal. All merchants require you to create an account with them. Funds go to that account and then are transferred from that account into your bank account. Here enter the account keycode here - example below: 

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Federal ID

Enter your Federal ID in the Federal ID field; used for 1099 purposes only.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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