How to create an Invoice
Katie Carey avatar
Written by Katie Carey
Updated over a week ago

Present an Invoice to ensure a professional experience for your clients and to make sure you get paid. 

There are a few ways to create Invoices in Artwork Archive. 

Note: To create an Invoice, the Piece must be registered as a sale to one of your Contacts. You can either Register a Sale before you create the invoice or Create a New Sale directly from an invoice.

You can also create an invoice for items other than pieces (such as a frame, renting your gallery space, or charging for art classes you offer). Learn how here.

Option 1: Create an invoice from an existing sale directly from your inventory

Click on Artwork in the left-side menu, select the Piece for which you'd like to create an invoice, and then click View Sale Details in blue under the Sale Info section. 

From there, click Invoice at the top. Enter the sales information, then click the blue Save Invoice button.

You will be redirected to Reports. Click on the Invoice in the Report column to View, Download, Copy URL, or Share directly with your client. Or, click the Pencil icon on the right to edit your Report.

Option 2: Create an invoice from an existing sale from the 'Income' section

Click on Income in the left-side menu, then click on Sales/Donations underneath. Click on the Piece for which you'd like to create an Invoice.

Then, click on Invoice towards the top of your page.

Note: You can include more than one sale to an invoice as long as they are sold to the same contact. To include another piece, click the drop-down menu labeled 'Add Existing Sale for Client'. Include the desired Pieces on the Invoice for this client by selecting them from the list. 

Then, enter the tax, shipping, anything they have paid thus far, and the invoice title and click Save Invoice. 

You will be redirected to Reports. Click on the Invoice in the Report column to View, Download, Copy URL, or Share directly with your client. Or, click the Pencil icon on the right to edit your Report.

Option 3: Register a New Sale while Creating an Invoice

You can now create an invoice and register a sale at the same time. To do this, please click on Income, then Invoices in the left-hand menu.

Click New Invoice towards the top of your page.

Select the client you'd like to generate the invoice for from the drop-down menu.

NOTE: The client you wish to create the invoice for needs to have an existing contact record before you can create an invoice for them.

Click on 'Create New Sale' and begin typing the name of the piece you'd like to add to the invoice.

Click on the desired piece, then click 'Create New Sale and Add to Invoice'.

Then, enter all relevant information for this sale, and click Save Sale

Your new sale will be added to your invoice.

NOTE: You are able to add multiple sales to one invoice. Repeat the process above if you're creating a new sale for the same client. If your client already has existing sales that you wish to add to this invoice, a drop-down menu entitled 'Add Existing Sale for Client' will be visible. (See photo below).

Input all other information you wish to be included in this invoice such as due date, shipping cost, etc.

Then, click 'Save Invoice'

You will be redirected to Reports. Click on the Invoice in the Report column to View, Download, Copy URL, or Share directly with your client. Or, click the Pencil icon on the right to edit your Report. 

Example Invoice:

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