Add additional details 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 the additional data that can be added to an invoice. 

Additional data can be added in the fields described below, if necessary.

Project

Select the project to which this sales invoice should be added.

Order number

It is possible to include a PO/order number on the sales invoice. This number will automatically be included on the UBL invoice as well.

Tags

If you specify a tag for the sales invoices you create in Yuki, you can easily find these invoices with the same tag. 

Create a new tag by entering the tag name. After entering, click outside the field so that a new empty field is automatically opened for entering a second new tag, etc.

Direct debit details

Bank account

De standaard bankrekening wordt automatisch ingevuld indien deze is vastgelegd bij de relatie (klant).

Wanneer er meerdere bankrekeningen bij de relatie zijn vastgelegd, kun je hier ook een andere bankrekening selecteren.

Mandate reference

Het referentienummer van de incassomachtiging.

De incassomachtiging wordt automatisch ingevuld indien deze al is aangemaakt voor de bankrekening van de relatie (klant).

BIC code

Deze code wordt automatisch ingevuld door Yuki (verplicht bij betalingen uit het buitenland).

Structured payment ID

The invoice number of the invoice to be collected.

Description

De omschrijving van de incasso-opdracht.