Invoicing Clients

Create professional invoices with flexible line items, tax calculations, and secure payment links. Streamline billing for exhibitions, events, and services.

Creating Invoices

To create an invoice:

1. Navigate to Payments > Invoices

2. Click Create Invoice

3. Select the client (or add a new one)

4. Enter invoice details:

   • Invoice number (auto-generated or custom)
   • Issue date
   • Due date (e.g., Net 30)
   • Invoice notes (payment instructions, terms)

5. Click Next to add line items

Adding Line Items

Build your invoice by adding one or more line items.

For each line item:

1. Enter a description (e.g., "Gallery rental - March 2026")

2. Select the category:

   • Exhibition rental
   • Artist commission
   • Installation services
   • Insurance
   • Custom

3. Enter quantity and unit price

4. System calculates subtotal automatically

5. Click Add Line Item to add more

Tax Configuration

Tax is automatically calculated based on your settings.

To adjust tax:

1. In the invoice editor, under Tax, enter the rate (e.g., 8.5%)
2. Select if tax applies to:
   • All items: Default
   • Specific items: Choose which line items are taxable
   • No tax: Tax-exempt invoice

The system recalculates the total automatically.

Tip: Keep tax settings consistent with your state or jurisdiction requirements. Add a tax ID to your invoice footer for compliance.

Sending Invoices

Once finalized, send invoices to clients with a secure payment link.

To send an invoice: