Address positioning (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.

Set up address positioning

Positioning the address within your invoice block can be essential for a professional look and compatibility with window envelopes.

You can set the following margins to find the correct position for the address:

Top margin (mm)

This margin is measured from the top of the page to the beginning of the address.

Left margin (mm)

This margin is measured from the left side of the page to where the address begins.

Automatic correction of address positioning

Yuki automatically corrects the positioning of the address if there is not enough space between the top of the page and the beginning of the invoice block. This ensures that the address is printed correctly on the invoice, even if the margins are initially set incorrectly.

TIP!

Clicking in any of the address margin fields will dynamically display the current margins of the address so you can easily adjust them.