Yuki Invoice (create, send and complete invoices)

The Yuki Invoice feature allows you to create your own digital (periodic) sales invoices. You can build an item file, define price lists and create various layouts so that you can always and very quickly send the right sales invoice automatically to your customer. Once sent, these sales invoices are immediately processed in the administration and placed in the correct folder.  

Yuki Invoice is only available when a user with the 'Management' role has selected the bundle Small, Medium, Large or Unlimited through the Yuki Store in the domain. 

Yuki Invoice is integrated into the updated Sales functionality.

 FOR FREQUENTLY ASKED QUESTIONS ABOUT THIS FEATURE, SEE FAQ SALES!

TIPS!

• You can also create English, French or German sales invoices.
• In addition to uploading and processing sales invoices or using Yuki Invoice (creating and sending sales invoices), it is also possible to create your sales invoices automatically through the Sales web service.
• Your sales invoices can be sent as e-invoices to the government via Simplerinvoicing. This does require e-invoicing to a government agency to be activated and set up in the administration.

Prepare invoicing

To create and then send sales invoices using Yuki, the following things need to be in place:

• Establish settings for sales invoices (including setting and changing invoice number)
  (see article Sales settings)
• Create or change invoice layout (including creating digital invoice paper based on PDF)
  (see article Create or change invoice layout)
• Add sales items
  (see article Create sales item)
• Add sales item or new item price to price list
  (see article Add sales item (with new price) to price list).

Click on the video to watch 'Yuki Sales Settings' (NL)!

Click on the video to watch 'Yuki Invoice layout settings' (NL)!

Click on the video to watch 'Yuki Sales items & price lists' (NL)!

Click on the Sales icon In the navigation bar and then click on Invoices. The Yuki Invoice home screen opens:

SCREENSHOT

Create and send sales invoices

Once invoicing is prepared, sales invoices can be created from Yuki and then sent by post or email to your customers.

For a detailed description, see article Create, send and complete  sales invoices.

Click on the video to watch 'Yuki Create and send invoices' (NL)! 

The sales invoices sent to your customers must of course meet the Dutch requirements for sales invoices.

For a detailed description of these requirements see article Dutch sales invoice requirements.

Create and send recurring invoices

If you regularly send the same invoices to your customers, Yuki offers the option to have these periodic invoices automatically prepared for sending via a contract.

For a detailed description of recurring invoices, see article Create and send recurring invoices (via contract).

Send reminders and demands for payment

To get your customers to pay faster, it is necessary to send reminders and/or dunning letters. In Yuki, it is possible to perform this manually or automatically (reminders and dunning letters Yuki). 

Reminders and/or demands for payment can also be created and sent in English, French or German.

For a detailed description of manual or automatic sending of reminders, see articles Set manual reminders and Reminder and demand for payment service (automatic reminders).

Collect sales invoices via Yuki

Yuki Incasso makes it easy to collect sales invoices via SEPA.

For a detailed description of this feature, see article Yuki Incasso (collect sales invoices via Yuki).