Add attachment(s) to invoice

Modified on Tue, 17 Mar at 2:33 PM

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.

To create a new sales invoice, the following steps must be followed:

enter the invoice details (contact. layout, payment term and method)
add one or more invoice lines (sales items)
if necessary, add additional details (e.g. when paying an invoice via 'Direct debit' or 'Refund')
if required, add an attachment to the invoice (from your device or from the archive in Yuki)
save the invoice as a draft invoice.

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.

Add attachment(s)

You can add one or more attachment(s) to the invoice you want to send to the customer by searching, selecting and then uploading them:

from your device by clicking on the Upload button
from the archive in Yuki by clicking on the Add from archive button.

The following types of files can be added as attachments:

pdf
doc(x)
xls(x)
ppt(x)
txt
jpg
png
bmp
gif.

The total MB of the added attachment(s) must not exceed 5 MB.

The attachment(s) can be found in the Archive in the Sales folder (tab All).

TIP!

An added attachment is not included when copying an invoice.

Delete attachment(s)

You can delete an added attachment by clicking on the cross behind the file name.