Add invoice lines (sales items) to invoice

Disclaimer

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

You can create a sales invoice from three places in Yuki:

• Click on the Sales icon in the navigation bar, then click on Dashboard if necessary. Select the menu option Invoice from the drop-down menu of the Create... button.
• Click on the Sales icon in the navigation bar. Subsequently, click on Invoices and then, in the now-opened, screen click on the New Invoice button.
• Click the Contacts icon in the navigation bar and then open the relevant contact card in the now-opened screen. Then, in the now-opened screen, click on the Sales Invoice button.

To create a new sales invoice, complete the following steps:

• enter the invoice details (contact. layout, payment term and method)

• add one or more invoice lines (items)

• add additional details if necessary
  This is necessary, for example, when the invoice payment method chosen is 'Direct debit' or 'Refund'.

• if required, add an attachment to the invoice from your device or from the archive in Yuki

  (only available in new Sales functionality)

• save the invoice as a draft invoice.
  

The following describes how to add invoice lines (items).

On the invoice, one or more items to be sold should be added.

Go through the following steps:

• Select the correct price list for the items on the invoice.
  If a (customer-specific) price list has been entered on the customer's contact card, it is automatically filled in here.
  
  Any invoice created from a foreign currency price list will show the relevant foreign currency symbol.
  
  
• Under the Invoice lines heading, click on the magnifying glass behind the Reference field
• Select the item you want to add on the invoice. Only items from the price list selected above will be shown.
  
  ATTENTION!
  Click on the + New sales item option to add a new sales item.
  
  
  For a detailed description, see article Create sales item.
  
  

• The details of the item such as the description are automatically filled in on the invoice line.
  Change the item's quantity, price and/or VAT code if required.
  The amount excluding VAT, the VAT amount and the amount (including VAT) are now automatically filled in.
  
  

• To add a second item, click on the Add another line button.

Actions on an invoice line

During or after adding items, you can perform the following actions on an invoice line:

• Edit: click on a field in the invoice line and change the data.
• Move: click the three dashes (mouse pointer becomes a hand) in front of an invoice line to move it down or up.
• Text line: click on the button with the three dots behind the invoice line and then select the Add comment option to show a text line on the created invoice below the relevant invoice line.
• Reset default values: click on the button with the three dots behind the invoice line and then select the Reset values option to reset the default values of the sales item in the invoice line.
• Delete: click on the button with the three dots behind the invoice line and then select the Remove option to remove the line from the invoice.