General (invoice layout)

Disclaimer

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

When setting up your invoice layout, several options are available that allow you to personalize the appearance of your invoices.

The layout determines what the invoice looks like, what data will be printed on it, where the address block will appear and what will appear in the accompanying mail.

Below is an overview of the available options:

• General settings:
  Includes options such as hour specifications and invoice attachments.
• Invoice columns:
  Determine which columns are visible on your invoices.
• Page layout:
  Settings for such things as page footer.
• Paper settings:
  Choose the paper size and printing options.
• Address positioning:
  Settings for the positioning of the address on the invoice.
• Theme:
  Customize the template colors of your invoice.
• Email template:
  Set the subject and text of the email used to send invoices.

Access to settings

All settings for your invoice layouts are centralized within your domain and divided into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar
• Then click on Sales settings in the now-opened screen
• scroll to Invoice layouts. 

Create and change invoice layouts

To change an existing invoice layout, click on the line of the corresponding invoice layout.

To create a new invoice layout click on the + New Layout button.

Details of general settings

Description

Give your layout a recognizable description.

Company

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

Template

If required, select a different template for your invoice layout.

Language

n Dutch domains it is possible to choose an invoice in Dutch, English, French or German.

After saving the invoice layout, the text in the invoice is immediately displayed in the selected language.

TIP!

In the sales settings, the selected language is shown in the Language column for the respective invoice layout. This provides a quick overview of which language is set for each specific layout.

Include hour specification when invoicing activities

Select this option to add the hour specification at the bottom of the sales invoice.

ATTENTION!

This option is only available when the 'Hours registration' feature has been added to the bundle Small. Medium, Large or Unlimited)

Attachment

Here you can link an attachment from the archive to the invoice layout (for example, general terms and conditions).