Sales · 7 steps · 4 screens

Record a sale and send its documents

An artwork sold at the studio, at a fair or by bank transfer. Four screens, and your buyer receives the documents in a single e-mail.

Open “New sale” In your artist space.
The whole task on video, from the sale to the e-mail.

Before you start

Screen 1 · Sales

In the menu, open Sales, then click New sale, top right. On a phone, it is the + button.

The Sales screen: the Sales, Buyers and Payment links tabs, and the New sale button on the right.

Screen 2 · Record a sale

Click Select artworks, choose the sold artwork, then Confirm selection. Its price fills in by itself: change it if you sold it at another price.

The Sold artworks block of the form, with the chosen artwork and its price.

In Payment, choose the Payment method. Leave Payment received selected.

The Payment block: the payment method, then the choice Payment received or Awaiting payment.

Open Add the buyer now and enter the buyer's first name, last name and Email. The documents will be sent to that address.

The Add the buyer now block, open: buyer type, first name, last name, e-mail.

Click Save sale.

The bottom bar of the form: Cancel, and the Save the sale button with the amount.

Screen 3 · The sale page

The sale page opens. Under Next step, click Send to the buyer. Nothing is sent yet: a window opens first.

The sale page: Sale completed, the amount, the ticked steps and the next step Send the receipt and the certificate, with the Send to buyer button.

Screen 4 · The “Send to buyer” window

Check that Receipt (or Invoice) and Certificate of authenticity are ticked, then click Send.

The Send to buyer window: the recipient, the language, the Receipt and Certificate of authenticity attachments ticked, the e-mail preview and the Send button.

The box is called “Receipt” or “Invoice” depending on your invoicing settings: MycreArt creates the right document when the e-mail is sent.

Done

The sale page shows “Receipt sent to the buyer” with the date. The artwork becomes Sold, in your artworks and on your Pro Site. The receipt and the certificate stay in Documents: you can download them at any time.

On the sale page: Receipt sent to the buyer, with the date and the Resend link. The Documents row of the sale page: the receipt and the certificate.
In the buyer's e-mail: the attachments, the receipt and the certificate as PDF.
What your buyer receives

What if…

The buyer did not receive the e-mail?

On the sale page, the line “Receipt sent to the buyer” ends with Resend. Wait two minutes before sending again.

The artwork has no certificate yet?

On screen 3, the Generate certificate button appears next to Send to the buyer. Generate it first: it joins the attachments.

The buyer pays later?

At step 3, choose Awaiting payment: the artwork stays Reserved. When the money arrives, open the sale and click Mark as paid.

A mistake in the name or the address?

In the Buyer block of the sale, click Edit. The receipt takes the correction. An invoice already issued is corrected with Cancel and replace.

Going further

Guide Invoice or receipt: which document, and when Guide The certificate of authenticity

Can't find it?

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