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.
Click on the video to watch 'Yuki Sales settings' (NL)!
Click on the video to watch 'Yuki Invoice layout settings' (NL)!
You can define the following settings for sales invoices and quotations: Each setting is described in detail in a separate article. |
Access to settings
All settings for your sales invoices, quotations and contractsi 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.
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.
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