Submit printed sales invoices (without letter paper)

Disclaimer

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

When you use your own pre-printed stationery to print your sales invoices, this stationery shows the company details (including your logo, bank account number, VAT number, and Chamber of Commerce number) that Yuki uses as identifiers to process documents as efficiently as possible.

However, if these sales invoices are generated directly as 'blank' PDFs from your own invoicing software, these identifiable company details are missing.

Adjust your export settings

Check in the invoicing software whether you can configure the PDF export to export the logo and company details (the footer) by default, instead of assuming physical stationery in the printer.

Upload sales invoices directly to Sales folder

By placing these 'blank' sales invoices directly into the correct folder, processing time in Yuki is reduced.

To upload your sales invoices directly to the Sales folder:

• click on the Archive icon in the navigation bar
• click on File cabinet
• select the view where the folders are shown
• open the Sales folder
  By default this folder is opened with the Invoices tab.
• click on the Upload documents button in order to upload the documents (see screenshot below).
  
  The submitted documents will be processed as sales invoice.
  
  

Add digital letter pap in Yuki

If you create sales invoices directly from Yuki or let Yuki generate your sales invoices, you can upload your letter paper digitally as a background. Yuki will then automatically paste your invoice details onto the layout of your letter paper.

For a detailed descriprion, see article Sales Standard - Invoice layout (Sales settings) or Create or change invoice layout (Sales Advanced).