Add attachment(s) 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 one or more attachments to a sales invoice.

TIP!

An added attachment is not included when copying an invoice.

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

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

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