Record invoice layout in foreign language for contact

Disclaimer

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

n 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).

Hover your mouse over the Contacts icon in the navigation bar. Subsequently, click on Contacts and then, in the now-opened screen, search and open the contact card of the contact for which you want to record the English, French or German invoice layout.

In the opened contact card, click on the Edit button and open the Extra tab.

The following screen is opened:

Click on the magnifying glass in the Invoice layout field. In the now-opened screen, select the invoice layout that you want to record for the contact.

Then click on the Save button to save the invoice layout for the contact.