Creating invoice layout in foreign language

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, it is possible to create English, French or German sales invoices and reminders and/or demands for payment and then send them manually or automatically to your customers.

To create a (recurring) sales invoice in a foreign language, complete the following steps:

• Translate sales invoice description
• Create invoice layout
  • If required, translate subject and text of email into English, French or German
• Record invoice layout for contact
• Translate 'Heading' field for contact (if placeholder [heading] is used in text of email) 
• Translate 'Subject' field on sales invoice (if placeholder [Subject] is used in subject and text of email).

All configured settings such as the settings of the invoice layouts, among others, are grouped and categorised in one place in your domain.   

Open the settings of your domain by clicking on the Settings icon in the navigation bar. Subsequently, in the now-opened screen, click on Sales settings and then scroll to Invoice layouts.

To create a new invoice layout in English, French or German, click on the New layout button.

The following screen is opened:

Select the template (invoice layout) on the basis of which you want to create an English, French or German invoice.

The following screen is opened:

To the right of the invoice shown, enter the settings for the English, French or German invoice layout.

ATTENTION!

For all templates whose name starts with 'Invoice template...', enter the settings in the General section.

Description

Give your layout a recognisable description.

Company

Indicate for which administration the layout is intended (if you have more than one administration).

Language

It is possible in Dutch domains to opt for an invoice in English, French or German.

After selecting the language, you will immediately see that the text on the invoice is shown in the selected language.

Attachment

Here you can link an attachment to the invoice layout (e.g. general terms and conditions) from the archive.

After recording any other settings for this invoice layout, click on the Save button.

TIP!

The subject and text of the email must be manually translated into English, French or German.

The created English, French or German invoice layout now appears in the list of selectable invoice layouts: