How to Create and Send Transactions | ARTERNAL Help Center
How to Create and Send Transactions
Learn how to create and send various types of transactions, including invoices, consignments, and payables, with step-by-step guidance.
Written by Yujia Zheng
October 15, 2024
Table of contents
- Step 1: Access the Transactions Tab
- Step 2: Select the Invoice Recipient
- Step 3: Add Works to the Transaction
- Step 4: Add Additional Information
- Step 5: Edit and Preview the PDF
- Step 6: Finalize and Send
Through ARTERNAL, you can send various types of transactions, including invoices, consignments, payables, and more. Follow these steps to create a transaction:
Step 1: Access the Transactions Tab
- In the top menu bar, select the Transactions tab.
a. To create a consignment, go to the Consignments tab, then select New Consignment > Consigned in/out.
b. For other transaction types, go to Other Transactions, then select New Transaction > desired transaction type.
c. To create a payable, go to the Payables tab, then select New Payable.
Step 2: Select the Invoice Recipient
- Under Sold To, click Add Contact and choose the recipient.
Step 3: Add Works to the Transaction
- Click Browse Inventory under Select Works, then select the desired works. Use the checkboxes to multi-select works.
Step 4: Add Additional Information
- Enter any additional info, then select Next (Edit PDF).
Step 5: Edit and Preview the PDF
- On the Edit PDF page, add or edit text as needed, then select Preview and Send.
Step 6: Finalize and Send
Preview the PDF, then click Compose Mail.
Enter the mail details, and select Send.
Frequently Asked Questions (FAQ):
Q: How do I create different types of transactions in ARTERNAL?
A: In the Transactions tab, select the desired transaction type (invoice, consignment, payable, etc.), add the recipient, works, and additional info, then edit and send the PDF.
Q: Can I create multiple transaction types in ARTERNAL?
A: Yes, you can create invoices, consignments, payables, and other transactions by selecting the appropriate options in the Transactions tab.
Q: How do I select multiple works for a transaction?
A: Use the checkboxes on the works’ images to multi-select works when browsing the inventory.
Q: How do I preview the transaction before sending?
A: After editing the PDF, select Preview to view the document before sending it.