Import Mollie invoices manually

Disclaimer

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

The purchase invoices from Mollie should, of course, also end up in your administration in Yuki. 

At your account in Mollie, an invoice is available for you at the beginning of each month with the transaction costs of the previous month. The enclosed report contains a specification of the receipts from debtors and payments to your payment account.

You decide when you synchronise your account with Mollie with your administration in Yuki. After synchronisation with Mollie, the available Mollie invoices are ready to be imported into your administration.

TIPS!

• In the details of the link you can indicate that new invoices from Mollie should be imported automatically from today.
• The imported Mollie invoices can also be found with the Purchase invoices in the Purchase functionality and, of course, with the creditor Mollie.

Access to settings

All settings for Mollie are centralized within your domain and divided into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar
• then in the now-opened screen in the Integrations section click on Mollie

Synchronize Mollie account with administration

Mollie invoices are synchronized with your administration in Yuki from an opened Mollie business bank account:

• Hover with your mouse over the Bank icon in the navigation bar, click on  Bank accounts and then open your business Mollie bank account. 
• Subsequently, click on the Sync Mollie button in order to make the Mollie invoice available for the import into your administration.

ATTENTION!

In the new version of the 'Bank Accounts' overview, click on the Import statements button to make the Mollie invoices available for import into your administration.

The following screen is opened:

Here on the right side of your screen you will see all Mollie invoices that are currently available to be imported into Yuki. 

TIP!

To be on the safe side, always click on the Refresh button to make sure the list of available invoices is up to date.

Import Mollie invoices

Select one or more invoices and click on the Import selected invoices button or choose to import all invoices at once.

In the yellow bar at the top of your screen you now see the Mollie invoices that have been imported.

Once the Mollie invoices are imported, they are then automatically matched in Yuki from the creditor list with the transaction costs that were posted directly from the bank ststements on creditor Mollie B.V.

You can open and review a Mollie invoice marked as imported (check mark for invoice) if required  by clicking on the reference of the invoice in question.