---
title: Create an Invoice Record
description: Record sales with Invoice Records.
---

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1. [ArtCloud Knowledge Base](https://help.artcloud.com/knowledge?hsLang=en-us)
2. [ArtCloud Manager - Invoices](https://help.artcloud.com/knowledge/artcloud-manager-invoices?hsLang=en-us)
3. [Invoices Dashboard](https://help.artcloud.com/knowledge/artcloud-manager-invoices?hsLang=en-us#invoices-dashboard)

September 14, 2026

# Create an Invoice Record

## Record sales with Invoice Records.

**Quick *Jump To* Guide:**  
[Create an Invoice](https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#create)  
[Assign a Contact](https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#contact)  
[Assign Users and Commission](https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#user)  
[Add Inventory, Services, or Title Catalogs](https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#add)  
[Edit The Line Items](https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#lineitem)  
[Add Taxes, Shipping, and Other Details](https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#taxesshipping)  
[Include Comments and Notes](https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#comments)  
[Add and Process Payment](https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#payment)  
[Use Other Tabs](https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#other)  
[Export, Email, or Print](https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#export)  
<https://help.artcloud.com/knowledge/invoicing-and-payments/create-an-invoice#share>

---

### Create an Invoice

Create an invoice in multiple places, including:

**Invoice Dashboard:** Click "Add Invoice" to generate a blank Invoice Record.

![Screenshot 2026-09-14 at 2.41.10 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.41.10%20PM.png?width=670&height=330&name=Screenshot%202026-09-14%20at%202.41.10%20PM.png)

**Inventory Record:** Click "Invoice" on the black action ribbon to generate an Invoice Record with the inventory item.

![Screenshot 2026-09-14 at 2.35.17 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.35.17%20PM.png?width=500&height=364&name=Screenshot%202026-09-14%20at%202.35.17%20PM.png)

**Contact Record:** Click "Create Invoice" on the black actions ribbon to generate an Invoice Record with the contact.

![Screenshot 2026-09-14 at 2.40.01 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.40.01%20PM.png?width=500&height=366&name=Screenshot%202026-09-14%20at%202.40.01%20PM.png)

No matter where you start creating an invoice, ArtCloud generates and opens a new Invoice Record. The Invoice Number counts up from the last invoice number, and the Create Date defaults to today's date.

### Assign a Contact

Type the buyer's name in the Contact field and select their name from the dropdown.

![Screenshot 2026-09-14 at 2.48.22 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.48.22%20PM.png?width=670&height=120&name=Screenshot%202026-09-14%20at%202.48.22%20PM.png)

If the buyer doesn't already exist in your account, enter their name and select "Add \[Contact Name\] as a new contact." A pop-up prompts you to enter basic contact details, like name, email, phone, and address.

The buyer's billing and shipping address autofill if that information exists on their Contact Record. Otherwise, click "Add Address."

![Screenshot 2026-09-14 at 2.46.03 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.46.03%20PM.png?width=670&height=140&name=Screenshot%202026-09-14%20at%202.46.03%20PM.png)

**Tip:** Click the contact's name on the invoice to open and edit their Contact Record.

### Assign Users and Commission

The User field defaults to the logged-in user and pulls their commission rate from their user profile in Account Settings. You can manually change the user or add a second user to the invoice.

![Screenshot 2026-09-14 at 2.46.51 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.46.51%20PM.png?width=670&height=198&name=Screenshot%202026-09-14%20at%202.46.51%20PM.png)

### Add Inventory, Services, or Title Catalogs

Click "Add Item," and select Inventory, Service, or Title Catalog. Each selection prompts a different pop-up.

![Screenshot 2026-09-14 at 2.48.46 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.48.46%20PM.png?width=670&height=219&name=Screenshot%202026-09-14%20at%202.48.46%20PM.png)

**Inventory:** Displays a list of available inventory. Search and filter to find items and click "Add Item(s)." ArtCloud automatically adds the item's price to the invoice.

![Screenshot 2026-09-14 at 2.49.27 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.49.27%20PM.png?width=500&height=358&name=Screenshot%202026-09-14%20at%202.49.27%20PM.png)

**Service:** Includes fields for a name and picture. Use services for items that don't need to be individual Inventory Records, like framing, handling, or fees. Click "Save," and enter the service's price on the line item.

![Screenshot 2026-09-14 at 2.50.15 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.50.15%20PM.png?width=500&height=299&name=Screenshot%202026-09-14%20at%202.50.15%20PM.png)

**Title Catalog:** Displays available Edition Sets. Use Title Catalog to add Edition Sets to the invoice while keeping the set available for future purchases.

![Screenshot 2026-09-14 at 2.50.32 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.50.32%20PM.png?width=500&height=359&name=Screenshot%202026-09-14%20at%202.50.32%20PM.png)

### Edit the Line Items

Adjust the price, assign the tax type, or add a discount to each item on the invoice. Changes to one line item won't affect other items on the invoice.

![Screenshot 2026-09-14 at 2.52.25 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.52.25%20PM.png?width=670&height=182&name=Screenshot%202026-09-14%20at%202.52.25%20PM.png)

The Tax dropdown tells ArtCloud how to calculate the tax for the item. Select from Sales, VAT, and GST options. Read more: [Manage Tax Rates.](https://claude.ai/knowledge/manage-tax-rates)

![Screenshot 2026-09-14 at 2.53.30 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.53.30%20PM.png?width=670&height=228&name=Screenshot%202026-09-14%20at%202.53.30%20PM.png)

Click the red trashcan icon to remove an item from the invoice.

### Add Taxes, Shipping, and Other Details

Use the Totals section to apply invoice-wide discounts and add promo codes, taxes, and shipping.

![Screenshot 2026-09-14 at 2.54.56 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.54.56%20PM.png?width=670&height=277&name=Screenshot%202026-09-14%20at%202.54.56%20PM.png)

**Note:** Configure tax rates in account settings to automatically apply a default tax rate to all invoices and have a list of tax rates to choose from. Read more: [Manage Tax Rates.](https://claude.ai/knowledge/manage-tax-rates)

ArtCloud automatically adjusts the invoice total as you change the price, tax, discount, and shipping.

### Include Invoice Comments and Notes

Add any invoice comments, like a confirmation message or return policy, in the Comments section.

![Screenshot 2026-09-14 at 2.55.39 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.55.39%20PM.png?width=670&height=118&name=Screenshot%202026-09-14%20at%202.55.39%20PM.png)

**Tip:** Add default invoice comments in Account Settings \>\> [Collateral Style](https://pro.artcloud.com/#/settings/collateralStyle) \>\> Default Settings so all invoices start with the same details. Read more: [Default Invoice Comments.](https://claude.ai/knowledge/invoicing-and-payments/set-your-default-invoice-comments)

Enter internal notes in the Private Notes field and add tags and origins in the Tags section.

![Screenshot 2026-09-14 at 2.56.20 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%202.56.20%20PM.png?width=670&height=198&name=Screenshot%202026-09-14%20at%202.56.20%20PM.png)

### Add and Process Payment

Collect and process invoice payments in two ways:

**1. From the Payment Tab**

Navigate to "Payments" and click "Add Contact Payment." Adjust the payment amount, date, type, method, and notes in the pop-up.

![add payment-1](https://help.artcloud.com/hs-fs/hubfs/add%20payment-1.gif?width=670&height=325&name=add%20payment-1.gif)

If you have Stripe integrated, set the Payment Type to "Credit/Debit" to enter or select the buyer's card and charge it directly.

![Screenshot 2026-09-14 at 3.26.52 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%203.26.52%20PM.png?width=500&height=283&name=Screenshot%202026-09-14%20at%203.26.52%20PM.png)

If the buyer paid another way or if Stripe isn't integrated, set the Payment Type to "Other" and fill in the method field.

![Screenshot 2026-09-14 at 3.01.36 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%203.01.36%20PM.png?width=500&height=219&name=Screenshot%202026-09-14%20at%203.01.36%20PM.png)

**Note:** Recording an Other Payment does not process funds. Only Stripe transactions charge the buyer's card.

**2. Through a Remote Pay Link**

Generate a link for the buyer to enter their payment details. Read more: [Remote Pay Links.](https://claude.ai/knowledge/remote-pay-links)

![remote](https://help.artcloud.com/hs-fs/hubfs/remote.gif?width=500&height=346&name=remote.gif)

When the invoice is paid in full, the [Invoice Status](https://claude.ai/knowledge/invoice-statuses) changes from Open to Closed.

### Other Tabs

**Refunds:** Lists any refunds on the invoice. The refunded amount also appears in the Invoice and Payments tab. Read more: [Issue a Refund](https://claude.ai/knowledge/issue-a-refund).

**Shipping Labels:** Generate shipping labels using Shippo.

**Purchase Orders:** Lists purchase orders associated with items on the invoice. Create purchase orders from the Logistics & POs tab or the black action ribbon. Read more: [Logistics & Purchase Orders](https://claude.ai/knowledge/tracking-inventory-through-logistics-purchase-orders).

### Export, Email, or Print

Share the invoice three ways:

**Export:** Downloads a PDF of the invoice. If you've enabled a Remote Pay Link, the link appears on the download.

**Email:** Embeds the invoice into an email draft. If you've enabled a Remote Pay Link, the link appears in the embed.

**Print:** Prints the invoice

For each option, select an Invoice Template and customize what information appears on the invoice.

![Screenshot 2026-09-14 at 3.11.34 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-09-14%20at%203.11.34%20PM.png?width=670&height=327&name=Screenshot%202026-09-14%20at%203.11.34%20PM.png)

 

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