Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
Before you create and send (>recurring) sales invoices and quotations, you must first enter, check and/or update the settings for sales invoices, quotations and contracts.
You can define the following settings for sales invoices and quotations:
Each setting is described in detail in a separate article.
Click on the video to watch 'Yuki Sales settings' (NL)!
Click on the video to watch 'Yuki Invoice layout settings' (NL)!
All configured settings such as the sales settings, among others, are grouped and categorised in one place in your domain.
Open the settings of your domain by clicking on the Settings icon on the navigation bar and then on Sales settings in the now-opened screen.
The following screen is opened:
Click on the Edit button to change the settings.
To save all changes to the sales settings, click on the Save button at the bottom right.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article