Create a deal

A deal is a potential sale: one or more artworks, a buyer, a negotiation, and eventually an invoice and payment. Deals keep your pipeline visible so nothing falls through the cracks.

Create the deal

1. Go to Deals in the sidebar.
2. Click Add Deal.
3. Choose the contact (the buyer) and add the artworks under discussion.
4. Click Create.

Holds

Adding a work to a deal can place a hold on it — the work shows as Reserved so a colleague doesn’t sell it twice. Holds can carry an expiry date and release automatically.

From deal to invoice

When the sale is agreed, generate an invoice from the deal. Issued invoices are frozen — corrections happen by voiding and amending, so your records always stay auditable.