Enter invoice details

Disclaimer

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

In Yuki, it is possible to manually create a sales invoice and then send it to your customer by mail, email or via Peppol. Then, if necessary, the invoice can be handled correctly.

Access to new sales invoice

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

• click on the Sales icon in the navigation bar
• if required, click on Dashboard
• then, if required. select the Invoice menu option from the dropdown menu of the Create... button
  
  OR
  
  
• click on the Sales icon in the navigation bar
• click on Invoices
• then, in the now-opened screen, click on the New Invoice button.
  
  OR
  
  
• click on the Contacts icon in the navigation bar
• in the now-opened screen, open the relevant contact card
• then, in the now-opened screen, click on the Sales Invoice button.

Enter invoice details

Invoice details can be entered in the fields described below.

Company (required)

Select the company (administration) in which the sales invoice is to be processed in Yuki.

Customer (required)

Select the contact (customer) for whom the invoice is intended or click the + New contact button to create a new contact (customer).

For a detailed description, see article Create customer (individual/company) via sales invoice.

Once you have selected or created a contact, the 'Contact person', 'Subject', 'Layout', 'Payment term' and 'Payment method' fields are automatically added to the draft invoice.

Contact person

If a customer-specific contact person is present on the customer's contact card, it will be filled in automatically.

If necessary, select another contact as a customer contact person or click the + New contact person button to create a new contact (contact person).

It is only possible to select contacts recorded with the customer. This prevents the invoice from accidentally being sent to the wrong person.

Subject (required)

After selecting the customer, Yuki automatically fills in the subject "Invoice for [contact]". This can be changed manually.

Even after sending the invoice, the subject of the invoice can still be changed.

Layout (required)

The invoice layout is taken from the 'Invoice delivery' settings (in the 'Sales settings'). However, the invoice layout can be changed manually here.

For a detailed description, see article Invoice delivery.

TIP!

To create an English, French or German invoice, select an English, French or German invoice layout here.

Payment

Term (days) (required)

The payment term in days is taken from the 'Invoice' settings (in the 'Sales settings'). However, the number of days can be changed manually here. When sending the invoice, the correct due date is automatically calculated based on the invoice date.

Method (required)

The default payment method of an invoice is 'Electronic transfer'. However, the payment method here can be manually changed to:

• Direct debit
  The following direct debit details should be added to the additional data:
  • Bank account
  • Mandate reference
  • BIC
  • Structured payment ID
  • Description.
• Cash
  A petty cash must be selected.
• Debit card
• Credit card
• Will be refunded
• The following direct debit details should be added to the additional data:
  • Bank account
  • Mandate reference
  • BIC
  • Structured payment ID
  • Description.
• Received cash (cash from  account)
  A petty cash must be selected.
• To be offset
• From private (paid by employee) (cash, debit or credit card from private bank account)

  An employee must be selected.

• In private (received by employee) (cash, debit or credit card from private bank account)

  An employee must be selected.

• iDEAL
• Online (online payment provider like PayPal, Pay.nl or MultiSafepay)
• Mollie.

ATTENTION!

Sales invoices recorded with payment type 'Debit card', 'Credit card', 'iDEAL' or 'Online' do not end up in the outstanding debtors but are posted on '23300 Suspense account debit card payments', '23310 Suspense account credit card payments', '23320 Suspense account iDEAL payments' or '23330 Suspense account online payments' respectively.

TIP!

You can also create your own payment methods for paying your sales invoices.

For a detailed description, see article Create payment methods.