Save invoice as draft 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 a sales invoice can be saved as a draft invoice.

From this screen, a user can:

• save the invoice as draft
• move the invoice
• delete the invoice.

Save invoice as draft

When all details of the invoice have been entered, click on the Save as draft button to save the invoice as a draft invoice (in work list 'Draft Invoices'). The input screen closes.

Move invoice

A draft invoice can, if required, be moved to another administration. To do this, select the administration to which the draft invoice should be moved in the Company field.

Delete invoice

To delete a draft invoice, click on the Delete button.

The following screen is opened:

Then click on the Delete button.