Translate sales item description

Modified on Thu, 21 Aug at 9:54 AM

Disclaimer

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


In Yuki, it is possible to create English or French quotations, 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 or q quotation  in a foreign language, you need to go through the following steps:

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


Hover your mouse over the Sales icon in the navigation bar. Subsequently, click on Sales Items and then, in the now-opened screen, click on the description of the item whose description you want to translate.



The following screen is opened:



Click on the globe behind the Description field (click here for language options).


The following screen is opened:



Translations of the sales item description can be entered in the fields described below.

After entering the data, click on the Save button to save the translations.


Description (required)

This is the description that can be made visible on the invoice or quotation. The description can still be changed while entering the invoice or quotation.


English

Enter the English description of the sales item here.

If an English invoice or quotation layout is chosen, this description will be used.


French

Enter the French description of the sales item here.

If an French invoice or quotation layout is chosen, this description will be used.


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