Invoice layouts

In the Sales functionality you can work with different invoice layouts. The layout determines what the invoice looks like, what data will be printed on it, where the address block will be and what will appear in the accompanying mail.

Yuki offers the option to change the existing default invoice layout to your own liking or to create one or more new invoice layouts yourself.

If you work with different invoice layouts, you can decide which layout to use each time you create or process a new sales invoice.

All configured settings such as the settings of the invoice layouts, among others, are grouped and categorised in one place in your domain.   

Open the settings of your domain by clicking on the Settings icon in the navigation bar. Subsequently, in the now-opened screen, click on Sales settings and then scroll to Invoice layouts.

All invoice layouts that are currently created for this administration are shown here.

From this screen you can:

• edit an invoice layout
• delete an invoice layout
• create an invoice layout.

TIP!

Creating or changing an invoice layout is described in more detail in article Create or change invoice layout.

Edit or delete invoice layout

To change or delete an invoice layout, click on the line of the invoice layout.

In the invoice layout now opened, enter your changes and then click on the Save button.

To delete the opened invoice layout, click on the Delete button.

The following screen is opened:

Then click on the Edit or Delete button.

Create invoice layout

To create a new invoice layout, click on the + New layout button. 

The following screen is opened: