Draft invoices

Disclaimer

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

In Yuki, you can view a work list of all sales invoices that have been created but cannot or should not yet be sent to your clients.

All details of a draft invoice can still be changed and saved again.

All draft invoices can also be found in the Sales folder, on the Invoices tab in the Archive.

From this work list, a user can:

• change a draft invoice 
• prepare one or more draft invoices for sending to customers
• view the document
• view the contact
• create a duplicate of the draft invoice
• delete one or more draft invoices.

Hover your mouse over the Sales icon in the navigation bar, click on Invoices and then select Draft Invoices from the dropdown menu in the now-opened screen.

The following screen is opened:

Change draft invoice

In the list, click on the subject of the draft invoice you want to change before, for example, preparing it for sending to your customer. 

The following screen is opened:

After changing the details of the draft invoice, it can be saved as a draft invoice again by clicking on the Save as draft button (in work list 'Draft invoices'). To view a screen preview of the changed draft invoice and, if required, prepare the invoice to be sent (in work list 'Invoices ready to be sent'), click on the Next button.

Prepare draft invoices for sending

Select the draft invoices from the list that you want to prepare to send to your customers. Then click on Ready to send at the top of the screen. 

The invoices disappear from the 'Draft invoices' work list and reappear in the 'Invoices ready to be sent' work list.

TIP!

To prepare one invoice for sending, hover your mouse over the line of that invoice and click on the Ready to Send button.

The invoice disappears from the 'Draft Invoices' work list and enters the 'Invoices ready to be sent' work list.

View document

• Click on the subject of the document
  OR
• Hover your mouse over the line of the relevant invoice, click on the button with the three dots and then select View document from the dropdown menu.
  
  

In the now-opened screen, the draft invoice can be changed and then saved as a draft invoice or prepared for sending.

View contact

Hover over the line of the relevant invoice, click on the button with the three dots and then select View contact from the dropdown menu.

The contact card of the contact is now opened.

Create duplicate of draft invoice

Hover over the line of the relevant invoice, click on the button with the three dots and then select Duplicate from the dropdown menu.

A screen opens with a duplicate of the draft invoice. The details of the duplicate can be changed if required and then saved as a draft invoice or prepared for sending.

Delete draft invoices

Select the draft invoices in the list that you want to delete from your administration. Then click on Delete at the top of the screen.

The following message will appear on your screen: 

Click on the Delete button to actually delete the selected invoices.

TIP!

To delete one invoice, hover your mouse over the line of that invoice, then click on the button with the three dots and then select Delete from the dropdown menu.