Skip to main content
All CollectionsInvoices & PaymentsInvoicesCreating Invoices
Adding multiple sales or items to one invoice
Adding multiple sales or items to one invoice
Updated over a week ago

You can add multiple sales as well as other expenses such as framing to one invoice.

From the Invoice Page:

1. Navigate to the Income section on the left-hand menu of your main dashboard

2. Click Invoices under the Income section heading

3. Click +New Invoice at the top of the page

4. Choose the Contact for which you are making the invoice (If you do not have a Contact Record created for this person yet, you will need to do so in order to create this invoice)

5. Add your sales and items

  • Choose Add Existing Sale if it is for a piece that you have already registered as sold to this contact

  • Choose Add New Sale if it is for a piece that you have not already registered as sold

    • When you Add a New Sale this will update the piece's status to sold

  • Choose Add Invoice Line Item for any other items

7. Fill in any other relevant information for the invoice

8. Click Save Invoice

The invoice will then be saved to your main Invoices page. From there, you can download, edit or share immediately.

From a Contact Record:

You can also create an invoice with multiple items for a specific Contact from within a Contact Record.

1. Navigate to the Contacts section on the left-hand menu of your main dashboard

2. Choose the Contact for which you would like to create an Invoice

3. Click Invoice at the top of the page

  • Choose Add Existing Sale if it is for a piece that you have already registered as sold to this contact

  • Choose Add New Sale if it is for a piece that you have not already registered as sold

    • When you Add a New Sale this will update the piece's status to sold

  • Choose Add Invoice Line Item for any other items

7. Fill in any other relevant information for the invoice

8. Click Save Invoice

The invoice will then be saved to your main Invoices page. From there, you can download, edit or share immediately.

Did this answer your question?