How to Create Invoices Without Inventory

Learn how to create and send invoices without linking inventory in ARTERNAL, using custom line items and contact selection.

Written by Kalila Richards
October 15, 2024

Step 1: Create a New Invoice

• Under the Invoices tab, click on + New Invoice, then choose your preferred invoice template.

Step 2: Select a Contact

• In the new invoice, click Search for Contact to select the contact to whom you would like to send the invoice.

Step 3: Add a Custom Line Item

• Click on + Add Custom Line Item, then press the Edit button.

Step 4: Customize the Line Item

• When you click the Edit button, you can add a description, price, and image (if necessary) for the line item.

• After entering the details, click Save.

• You can add additional line items to the invoice as needed.

Step 5: Generate and Send the Invoice

• To create a PDF of the invoice, click the Download PDF button in the top-right corner.

• Alternatively, you can just tap the Send button to email the invoice directly to the contact.

Frequently Asked Questions (FAQ):

Q: How do I create an invoice without linking inventory in ARTERNAL?
A: In the Invoices tab, click + New Invoice, add custom line items, and enter the necessary details before downloading or sending the invoice.

Q: Can I add multiple custom line items to an invoice?
A: Yes, you can add as many custom line items as needed by clicking + Add Custom Line Item and editing each one.

Q: How do I send the invoice once it’s created?
A: You can either download the invoice as a PDF by clicking Download PDF or email it directly by clicking Send.

Q: Can I add images to custom line items in the invoice?
A: Yes, you can add images to each custom line item by selecting the Edit button while adding the item.