Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
In this overview you see all activities (hours registrations) to which a contact is linked. You can approve the activities (both billable and non-billable), adjust and / or invoice them if necessary.
TIP!
Invoiced work (hours) can only be reset as long as the relevant generated sales invoice is still in the overview 'Invoices to be sent'. As soon as you have removed the sales invoice to be sent, the activities (hours) will appear in the overview 'Invoice activities'.
For a user with the 'Back office' role in the domain, the overview 'Invoice activities' is not available.
Hover your mouse over the Calendar icon in the navigation bar and then click on Invoice activities.
The following screen is opened:
You can filter the overview by status To be invoiced, Generated invoices and Not billable.
To be invoiced (see screenshot above)
In this view you can see all billable activities. These activities can be saved, invoiced or approved without invoicing:
- Save: is for when you have adjusted numbers, for example.
(Adjusted prices are not saved. Adjusting prices is done in the price list or manually per invoice). - Invoicing: sales invoices (per contact per project) are generated directly for the selected activities. All activities with the same work type and the same project become one line on the invoice.
The generated sales invoices can still be viewed separately, adjusted and sent from the overview 'Invoices to be sent' in the Sales functionality. - Approve without invoicing: when approving activities, they disappear from the list. You will then no longer be able to invoice them.
Not billable
In this view you can approve and / or complete the non-billable work.
The activities then disappear from the list, but are still in the 'Activities' and 'Employee hours' overviews.
Generated invoices
In this view you can see all generated invoices for the activities that could be invoiced.
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