How to Create an Invoice on Cohart

Create and send a professional invoice for your art sale. This guide walks you through signing in, opening the invoice builder, adding items from your inventory, and setting up fulfillment and sales tax.

Step 1: Go to the sign-in page

Open your browser and go to staging.cohdev.co/auth/login . Enter your email address and password, then click Sign In.

Alternative sign-in options: You can also sign in with Google or Apple using the buttons on the login page. New to Cohart? Click Sign up or Start Free to create an account. Forgot your password? Click Forgot Password?.

Step 2: Enter your email address

Click the email field (placeholder “Enter email address”) and type the email address you use for Cohart.

Step 3: Enter your password

Click the password field (placeholder “Enter password”) and type your password.

Step 4: Click Sign In

Click Sign In to log in. You will land on your artist dashboard.

Step 5: Find the Sales section

After signing in you land on the Inventory page. The left sidebar is your artist dashboard menu: Home, Profile, Messages, Link in bio, AI Gallery, Custom Website, Events, Inventory, Artist Management, Contact Management, Marketing Email, Private Views, Promotions, Refer & earn, Artwork Views, Manage Plan, and Financial Accounts.

Step 6: Open the Sales menu

Click Sales in the sidebar. The menu expands with Invoices, Sales Record, Shipping, Transactions, and Testimonials.

Step 7: Open the Invoices page

Click Invoices to open your invoice list. The page shows your sales summary (Total sales), an invoice creation counter (Invoice creations 0/2), and an Upgrade plan button. Your existing invoices appear as cards with View, Edit, and Send Invoice options. Each card shows the Invoice #, Items, Created On, Total Order, Sent to, Order Status, and Last sent.

Step 8: Start a new invoice

Click Create a new invoice to open the invoice builder. The form has four sections — Buyer Information, Items, Fulfillment, and Tax — with a live Preview panel on the right and the action buttons Cancel, Save, Collect Payment, and Send at the bottom.

Step 9: Fill in the buyer information

In the Buyer Information section, enter the buyer’s Full name and Email address (required). The Message to buyer field is optional — it will be included in the email sent to the buyer with the invoice.

Step 10: Add your first item

In the Items section, type the name of your first line item into the title field (the placeholder says “Item 1”) and enter the price. The currency defaults to your account currency (shown as USD here).

Step 11: Add an artwork from your inventory

Click Add item from inventory. The Select Artwork dialog opens: “Choose the artwork available from your inventory below. You can only select single quantity artworks that are listed as For Sale or Inquire to Purchase.” Use the Search field to find an artwork, then click its card.

Step 12: Confirm the artwork item

Click Done to add the artwork to the invoice. The item appears as a card showing the artwork title and the artist’s name, with its own price field. Enter the sale price for the artwork.

Step 13: Choose the fulfillment method

In the Fulfillment section, pick one of the three options: INVOICE ONLY, SHIP BY COHART, or PICK UP / SHIP BY SELLER. The default, Invoice only, is explained as: “Select this for commission deposits, custom fees, non-artwork items, or items that don’t require Cohart’s shipping or insurance. By choosing this option, you opt out of Cohart’s refund policy, and all shipping/insurance must be arranged directly with the seller.”

Step 14: Set the sales tax

In the Tax section, enter the ZIP code for the sale. Cohart automatically looks up the sales tax rate for US ZIP codes (in this example, ZIP 10001 produced a rate of 8.875%). To handle sales tax yourself, tick the box “I don’t want Cohart to manage my sales tax, by clicking this box I acknowledge I will handle sale tax collection by myself”.

Step 15: Review the preview

The Preview panel updates live as you type. It shows the seller (From), the buyer (To), the Fulfillment method, the line Items with prices, the Subtotal, and the Total. For invoice-only orders, a note explains that “Cohart will not arrange shipping for this order” and that a Certificate of Authenticity is included with every artwork.

Step 16: Save, collect payment, or send the invoice

Use the buttons at the bottom of the page to finish your invoice:

• Cancel — discard the invoice and go back to the invoice list.
• Save — save the invoice without sending it.
• Collect Payment — create the invoice and take the buyer to the checkout page.
• Send — create the invoice and email it to the buyer.

⚠️ These actions require a connected financial account. Without one, the form shows the note “Connect a financial account to accept payments.” and the buttons stay disabled. Click Connect one now and complete the Stripe onboarding under Settings → Financial Accounts before finishing an invoice.

[UNVERIFIED — check manually] The actual invoice creation and send flow could not be completed with the test account used for this capture because it has no connected financial account. The form, the disabled button state, and the connection notice were verified; the final submission step needs a manual check with an account that has a connected Stripe account.

Tips

• Signed in required: You must be signed in to create invoices. The rest of the site takes you to the login page first.
• Financial account required: Save, Collect Payment, and Send are disabled until you connect a financial account (Connect one now). This is a real blocker, not a form error.
• Buyer email required to send: If no buyer email is entered, Send is disabled — the tooltip reads “To send this invoice via email, please enter the buyer’s email address.”
• Which artworks can be invoiced: The Select Artwork dialog only lists single-quantity artworks that are For Sale or Inquire to Purchase. Artworks in other statuses won’t appear.
• Sales tax: Cohart auto-detects the US sales tax rate from the ZIP code (8.875% for ZIP 10001 at capture time). Rates change by location, and you can manage tax yourself via the checkbox.
• Small order surcharge: When the order total is USD 0, the preview adds a Small order surcharge amount of USD 0.5 to the total.
• Plan limits: The invoices page shows an Invoice creations counter (for example “0/2”). If you hit your plan limit, use Upgrade plan or View all plans to raise it.
• Sale fees: The invoices page notes that “New sales now incur a 8% fee per sale” — factor this into your pricing.

Screenshots are regenerated automatically from the live site. Last captured: August 18, 2026.