The Sales Ledger is the area of the Dashboard that deals with customer settlement, invoices and statements.
Under the ‘Not yet settled’ tab, you can see an overview of all outstanding invoices whereas the ‘All sales’ tab shows all your sales both settled and unsettled.
In order to generate an invoice:
Click on the customer to drill down into their details
Click on the print icon to print a copy of the invoice for that particular transaction for your customer
Click on the mail icon to email the invoice to your customer
In order to accept payment:
Click on the customer to access their purchases
Click in the tick box for the transaction you wish to accept
Enter the amount you have received for the artwork (this can be full or part payment)
Click on the tick button to accept this payment.
In order to view or print a statement, under the Statement button:
View Transactions – will show all the transactions made by this customer.
Generate Formal Statement – will open up a report in a separate tab to give you the full statement for either printing, emailing or saving (as pdf, csv or Word)
Email Formal Statement – you need to have Mailchimp connected to your Artlook account in order for this to work.