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Find and approve your sales

How to find a sale, approve it for download, and open its invoice.

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Written by Sophie Mcdonald

Every design you sell shows in Sales. This guide shows you how to find a sale, approve it so the customer can download the file, and open its invoice.

See your sales

  1. In the menu, open Business Operations.

  2. Click Sales.

The Sales page: the search and filters, and each sale with its design, customer and invoice number

Find a sale

Type a customer, invoice or design in Search, and press Enter. You can also narrow the list with Order Type, Date Range, Search Designer and Search by Tags.

Search with a company name typed in, and the two sales that match

Approve or reject a sale

A new sale says Pending until you decide. Point at the sale to see its buttons:

A Pending sale, with the Approve for download (tick) and Reject (cross) buttons

  • To let the customer download the file, click the tick, Approve for download. You'll see Design approved for download.

  • To refuse it, click the cross, Reject.

You can only decide once for each design.

Check the download

Once a sale is Approved, the customer can download the file. The icon beside Approved shows whether they have downloaded it yet: blue means they have.

Two approved sales: one not downloaded yet, one downloaded (blue icon)

Open the invoice

To see the sale's invoice, click the design's picture.

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