Enter invoice details

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 invoice details to be entered.

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 business 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.