Invoice layouts

Modified on Mon, 13 Oct at 2:56 PM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

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.

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 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
click on Sales settings in the now-opened screen
then scroll to Invoice layouts.

Invoice layout settings

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: