Sales invoices with payment in transit

Disclaimer

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

In Yuki, you can view anoverviewof all sales invoices for which the direct debit is still pending. These are invoices included in a not aggregated SEPA direct debit file or a draft SEPA direct debit file. They still need to be matched with a direct debit in Yuki.

Click on the Bank icon in the navigation bar, click on Collect, and then, in the now-opened screen, click on Payments in transit.

The following screen is opened:

In this screen you can use the following buttons or dropdown menus:

1. Choose the filter that you want to apply on the invoices: Subject, Amount, Contact, Invoice number, Item, Tag, Project or Maximum amount.
   Then enter the actual selection criteria.
   By clicking on the Search button the filter is applied to the overview.
2. Select the time period of which you want to view the invoices with payment in transit.
3. Switch between showing or hiding a preview of the selected sales invoice. 
4. Set the selected invoices to status 'To collect' again. These invoices wil disappear from this overview and be moved to the 'To collect' overview.
5. Mark the selected invoices as pending. These invoices will disappear from this overview and be moved to the 'In process' overview.
6. Select the overview of invoices with payments in transit from the appropriate administration.
7. Adjust the columns shown in this overview.
8. Download the overview shown as a CSV fle (Excel).