Step 1: Generate an invoice

If you're new to artcloud, just follow the prompt in the Invoices section of your account to generate an invoice. You can also click on the Create Invoice button.

artcloud will auto-generate a unique invoice number, but you're able to override the invoice number if you'd prefer.

Step 2: Add a client

Once you've created the invoice, search for a client by name. We suggest adding the client to the system before building the invoice, but if the client hasn't been added yet, you'll be prompted to Add Client.

Step 3: Add inventory, services, and staff member

After selecting the client, you can add the staff member associated with the client or the sale, the artwork or merchandise purchased, and any additional services, such as installation.


Step 4: Discounts, tax, and shipping

If needed, you're able to apply a % or $ discount to the entire order or to individual items if you have multiple on one invoice. A discount in the % form will be split between you and the consignor's profit, while a $ discount will only be taken out of your profit and not the artist's. 

You can set your default tax and invoice comments in your Account Settings, which can be overridden at any time. Shipping cost is added on a per-sale basis and done so in the Shipping field.

artcloud automatically updates the Grand Total amount in real-time as you make adjustments.

Step 5: Add a payment

artcloud supports both full and partial payments. To add a payment, head over to the Payments tab and click the Add Payment button. The full balance owed will auto-populate in the Amount field, but you can change that amount if a partial payment is being made.

If the balance of the invoice is equal to $0 the invoice status will save as Closed. If there is an outstanding balance the invoice will save as Open

Payment Processing

Many artcloud users choose to process payments on artcloud invoices through Stripe, our processing partner.

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