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 customers.

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

Change  draft invoice details

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

Access to Draft invoices

To access:

• click on the Sales icon in the navigation bar
• click on Invoices
• then, in the now-opened screen, select the Draft invoices work list from the dropdown menu. 

Draft invoices work list

On this screen, you can see the details of all sales invoices that have been created but are not yet ready to be sent to customers.

AVAILABLE USER ACTIONS

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.
  
  

Change draft invoice

To change a draft invoice:

• 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 'Draft invoices' work list). 

View screen preview of draft invoice

To view a screen preview of the changed draft invoice and, if required, prepare the invoice to be sent (in 'Invoices ready to be sent' work list), click on the Next button.

Prepare draft invoices for sending

To prepare the draft invoices for sending:

• select the draft invoices 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.

Prepare one draft invoice for sending

To prepare one draft invoice for sending:

• hover your mouse over the line of that invoice
• then 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

To view a 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
• 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

To view the details of an invoice:

• hover your mouse over the line of the relevant invoice
• click on the button with the three dots
• then select View contact from the dropdown menu.
  
  

The contact card of the contact is now opened.

Create duplicate of draft invoice

To create a duplicate of a draft invoice

• hover your mouse over the line of the relevant invoice
• click on the button with the three dots
• 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

To delete draft invoices:

• select the draft invoices 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 draft invoices.

Delete one draft invoice

To delete one draft invoice:

• hover your mouse over the line of that invoice
• click on the button with the three dots
• then select Delete from the dropdown menu.