Save invoice as draft invoice

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.

Save invoice as draft invoice

AVAILABLE USER ACTIONS

From this screen, a user can:

• save the invoice as draft
• move the invoice to another company
• 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 'Draft Invoices' work list). The input screen closes.

Move invoice to another company

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.