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How to Create and Send Transactions
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.

Yujia Zheng avatar
Written by Yujia Zheng
Updated over a month ago

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.

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