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How to Create, Track, and Manage Art Commissions in Artwork Archive

Manage the full commission workflow in one place. Capture inquiries, send proposals, share progress with clients, track deadlines, and get paid on time.

Commissions are one of the steadiest ways to build income from your practice, and they go smoothly when your client knows exactly what to expect at every stage. Artwork Archive gives you one place to capture the inquiry, present the concept, share progress, document changes, and collect payment. Everything connects back to a single Piece record, so you are never digging through an email thread to find out what you agreed to in March.

This guide follows a commission from first inquiry through delivery.

Important Note:

Contacts, Piece records, Schedule, Collections, Tags, and Reports are available on every account type.

If you are on an Artist Apprentice subscription, you can upgrade at any time from the Account tab in your left-side menu. Each step below includes an alternative if you are not upgrading yet.

Which Artwork Archive tool to use at each commission stage

A commission moves through five stages, and a different feature carries each one.

  • Contact record. Captures the inquiry and holds the client relationship, including every Proposal and Private Room you share with them.

  • Piece record. The project file. Holds up to 30 images, your notes, and the documents connected to the work.

  • Proposal. Confirms the concept, scope, and price before you start. Includes a "Valid Until" date so your quote does not stay open indefinitely.

  • Private Room. A curated online gallery you share by link.

  • Invoice. Generated straight from your accepted Proposal. Collects the deposit, tracks partial payments, and closes out the final balance.

A few features run underneath all five. Schedule keeps your check-ins and follow-ups from slipping, and Tags and Collections let you see every active commission in one filtered view.


Step 1. Capture the commission inquiry in a Contact record

Create a Contact record as soon as a commission inquiry arrives, before you decide whether to take it. This means the opportunity is captured while you think it over, rather than sitting in an inbox you are avoiding.

Navigate to Contacts and click + New Contact. Beyond name and email, capture:

  • Their initial inquiry in "Notes"

  • How they found you, whether that is a referral, an exhibition, or social media

  • Any other details and contact information to build a rich Contact record for your future reference

Contact record with Notes: Artwork Archive Contact record with the client's initial commission inquiry recorded in the Notes field.

Step 2. Create the Piece record for your commission

Set up a Piece record once you decide to pursue the commission. This is the project file for everything that follows, and you cannot create a Proposal without an existing Piece record.

You can create a new Piece record by navigating to Artwork > Pieces > + New Piece.

A naming convention that stays readable as your inventory grows:

  • Commission: [Client Last Name] - [Subject]

    • For example, "Commission: Rodriguez - Anniversary Portrait"

  • Fill in what you've got so far. Early on that might just be the medium and a working title, and you can add price and size once they're locked in during step 3

    • Status can be set as "In Progress" for the beginning of a commission

New Piece form with Status: New Piece form in Artwork Archive with the Status field set to In Progress.

Then apply your tags. At minimum, add a tag you use on every commission, such as Active Commission, since that is what makes the filtered view in Step 8 work.

Tags field: Piece record details with an Active Commission tag applied in the Tags field.

No image yet? Add a sketch or a client reference photo as a placeholder and swap it out as the work develops. Each Piece record holds up to 30 images, so you can hold onto the reference images and sketches, the halfway point, and the finished work all in one place.

Piece Images: Piece record image upload showing a concept sketch caption and the 30 image limit.

Did you know?

Storing the signed agreement and the client's reference photos on the Piece record means the whole project sits behind one click. No searching email threads for which photo was the primary reference.

Additional Files: Piece record sidebar with the Add New File button for storing commission agreements and reference photos.

Step 3. Send a Proposal to confirm the scope and price

A Proposal turns a verbal agreement into something your client can review, approve, and refer back to. It presents your work at gallery quality instead of as attachments in an email, and it protects you by putting an expiration date on your pricing.

  1. Navigate to Sales Pipeline > Proposals in your left-side menu

  2. Click + New Proposal in the top menu

  3. Select the client from the Contact drop-down, or click Create new contact

  4. Enter a name in the Proposal Name field

  5. Choose a Status from the drop-down. Start at Draft while you are still building it

  6. Set a Valid Until date so your quote and availability are not open-ended

  7. Use the Notes field to lay out the scope, timeline, deposit structure, number of revision rounds included, and delivery method

    • The Notes field uses a rich text editor, so you can bold key terms and build a numbered timeline.

  8. Select the Pieces to include

  9. Click Create Proposal

New Proposal form: New Proposal form in Artwork Archive showing Client, Proposal Name, Valid Until date, and Selected Pieces.

Commission building tip!

Keep your Proposal focused on the commission itself so the price stays clear to your client. To show them examples of your past work in a similar style, build a Private Room and paste the room link into the Proposal Notes field using the link tool. Paste the full URL starting with https:// or the link will not work.

When you are ready, use Share Proposal to send it to your Contact, or Copy URL to send the link externally. When you share directly with a Contact, the sharing record saves to their Contact record automatically.

Share Proposal: Proposal detail page with the Share Proposal button and the client share link.

As the conversation develops, update the Status: Negotiating while you are working out details, Invoiced once the client accepts, and Paid when the balance clears. Schedule a reminder if you are waiting on a response.

Status tracker: Proposal status tracker showing progression from Draft to Submitted to Invoiced to Paid.

Set a follow-up reminder on your Proposal

While you are waiting to hear back, open the Proposal and select Add Reminder. Set one for three days after you sent it, and one for the day before the "Valid Until" date expires. That way a quiet inbox does not turn into a lost commission.

Add Reminder: Proposal detail page with the Add Reminder option for scheduling commission follow-ups.

Did you know?

Shorter validity windows work well during your busiest booking season. If most of your commissions are holiday gifts, a set window keeps your calendar from being held open by someone who is still deciding.

Artist Apprentice account user alternatives:

Present your options as a Portfolio Page or Catalog Page PDF, then continue to Step 4 once the client approves.


Step 4. When your client accepts

Acceptance is the moment several things need to happen at once.

Generate the Invoice from your Proposal

Open the Proposal and select Generate Invoice. Artwork Archive does a lot of the work for you here: every Piece on the Proposal is automatically marked as sold, a sales record is created for each one, and those pieces are added to the new invoice. Your Proposal status updates to Invoiced.

The buyer's Contact record from Step 1 carries through as well, so their details, the shared Proposal, and every invoice all sit together in one place.

Set up the deposit invoice

Most commissions start with a deposit, so the invoice you just generated usually needs to be set up for partial payment before you send it.

  1. Record the payment plan in the invoice Notes section, including what is due now and what is due on completion

  2. Set the payment status to Partial Payment

  3. Select Allow Partial Payments in the Online Payments section

  4. Click Save Invoice, then preview or send it

Whether the client pays online or by check, cash, or another method, record it in the invoice's Payment History so your totals stay accurate. You will come back to this invoice in Step 7 to collect the balance.

Invoice: Commission invoice showing a recorded down payment and the remaining balance due.

Add framing as a separate line item (if any), or as a separate invoice if you would rather keep it off this one. Shipping can be entered in the Shipping field when creating or editing the invoice.

Note:

All account types can generate PDF invoices. Online payment processing through PayPal is available on Artist Professional and Artist Master accounts, Collector Premier accounts, and all Organization accounts.

Everything then lives together: contact details, shipping information, shared Proposals and Private Rooms, and every invoice.

Proposal to Piece record: Invoiced proposal linked to its commission Piece record.

Map out your milestone reminders

Set every reminder for the commission now, while the timeline is fresh. Ten minutes here prevents the "I meant to check in three weeks ago" scramble later.

Navigate to the Proposal and select Add Reminder. Set reminders for:

  • A client check-in at roughly the halfway point

  • A final approval review before you commit to the last stage

  • One week before the delivery date

  • One week after delivery, to follow up

Any reminders set within the Proposal are automatically added to your Schedule, so they show up alongside the rest of your deadlines without you entering them twice.

Add Reminder: Proposal detail page with the Add Reminder option for scheduling commission follow-ups.

Step 5. Share commission progress with a Private Room

Emailing progress photos gets messy fast. Files are too large, images get buried in a long thread, and it rarely looks as professional as the work deserves. A Private Room gives your client one link they open in any browser, with no login or account needed on their end.

Private Rooms are useful at two points in a commission.

Before the commission is agreed

Build a Private Room of past works in a similar style, scale, or palette so the client can see what they are commissioning. Pair it with your Proposal.

While the work is underway

Create one room per commission and update it as you go, rather than building a new room at every milestone. The client keeps the same link the whole way through.

  1. Go to Artwork > Private Rooms in your left-side menu and select + New Room

  2. Add a name, a description, and your pieces

  3. Check Published under Published Status to make the link shareable

Publishing does not make the room public. Only people with the link can open it.

If the commission involves confidential pricing or a client who values discretion, add a Passphrase under Privacy Settings. Use something you have not used for another room, and send it separately from the link.

Upload progress images to the Piece record at consistent points so the room always has something new to show:

  • Initial sketch or underpainting

  • Roughly halfway, which is your main client checkpoint

  • Near completion, the last practical moment for feedback

  • Finished work, including detail shots and framing


Step 6. Document commission revision requests

The difference between a stressful revision round and a smooth one is written record. After every feedback conversation, log it in the Piece record notes while it is still fresh.

You can include:

  • Revision request, [date]

  • What the client asked for, in their words where possible

  • The specific changes, listed

  • Which revision round this is, out of the number included in your agreement

Then upload the revised images to the Piece record, update the Private Room, and note the client's approval when it comes in.

If a request falls outside what you agreed to, your notes give you a clear reference point for the conversation. Something like: "Happy to make that change. Since we have completed the two revision rounds included, this would be additional work at [rate]. Want me to send an updated invoice?"


Step 7. Deliver the commission and collect the final balance

Update the Piece record with final high-resolution images, then return to the invoice you created in Step 4. Add any remaining line items, and re-share the invoice with your client to collect the balance. Move the Proposal status to Paid.

Paid invoice: Proposal page showing the linked invoice marked as paid.

Then spend two minutes on cleanup, which is what makes your commission records useful a year from now:

  • Remove the Active Commission tag and add your completed tag

  • Add the piece to a Commission References Collection to show future clients

Final Piece record: Completed commission Piece record with the final painting and its Collection assignment.

The finished record now holds the full arc of the commission: the sketches, the progress images, the agreed scope, and the payment record. That is exactly what you want on hand the next time this client comes back, or the next time someone asks what your commission process looks like.


Step 8. Manage multiple art commissions at once

Once you have more than two commissions running, you need a single view of all of them. This is what the tagging in Step 2 was for.

  1. Go to your Pieces page

  2. Filter by your Active Commission tag

In one screen you can see every active commission, its status, its price, and the client attached to it.

Filtered Pieces view: Pieces page filtered by the Active Commission tag showing all in-progress commissions.

Filtering by the "Active Commission" tag shows every in-progress commission in one view.

Did you know?

Collections give you the longer view. Three that work well together:

  • Active Commissions for work in progress

  • Commission References/Portfolio for finished pieces you would show a prospective client

  • Completed Commissions for everything else, kept for your records

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