Paper settings (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 paper settings

When setting the paper options for your invoices, you can choose how and with what you want to print the invoice.

Step 1: click on the 1 (Paper settings) button at the top left of your screen. The following screen is opened:

Decide what you want to print the invoice on.

Options for printing invoice

You have the following options for printing your invoice:

• Plain paper:
  Use this option to have your logo and company information printed directly by Yuki. The logo that is printed is linked to your administration profile (General tab).
• Print on stationary:
  Choose this option if you want to print only the invoice block and footer with no additional logo or page footer. Ideal for use with already printed company stationary.
• Upload background stationery:
  If you plan to send invoices by email, this option is advisable. It allows you to upload a PDF of your own stationery for a professional look of your digital invoices.
  
  Steps for using your own stationery as pdf
  1. Create the desired invoice paper in a word processor such as MS Word or Pages.
  2. .Add your own logo, address details and other essential invoice details such as CoC number, VAT number and bank account number.
  3. Save the document as a PDF file.
  4. Upload the PDF document within the invoice layout settings. This will use your PDF document as digital stationery during printing or sending via email.