General (invoice layout)

Disclaimer

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

The following invoice layout settings can be entered or changed:

• General (a.o. hour specification and attachment)
• Invoice columns
• Page layout (footer)
• Paper settings
• Address margin (address positioning)
• Theme
• Subject and text of mail (Email template).

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 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.

Description

Give your layout a recognisable 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.

Include hour specification when invoicing activities (only available when the 'Hours registration' option has been added to the bundle Small. Medium, Large or Unlimited)

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

Attachment

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