Prepare invoice for sending

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

To send a new sales invoice to your customer, the following steps need to be completed:

• prepare the invoice for sending to the customer

• add notes, if necessary

• check and, if necessary, change the invoice date and/or sending method

• process the invoice in the administration so that it is actually sent to the customer.

Click on the Sales icon in the navigation bar, click on Invoices and then select the Draft Invoices work list in the now-opened screen.

Open the invoice you want to prepare for sending by clicking on the subject of the relevant invoice.

The following screen is opened: 

From this screen, a user can:

• prepare the invoice for sending
• save the invoice as 'Draft'
• delete the invoice.

Prepare invoice for sending

After entering all the details of the draft invoice, the invoice can be prepared for sending immediately by clicking on the Next button. 

In the now-opened screen, you can view a screen preview to check whether the invoice looks correct.

The invoice in question disappears from the 'Draft invoices' work list and is moved to the 'Invoices to be sent' work list.

TIP!

You can also prepare one or more draft invoices for sending without opening them:

• hover your mouse over the invoice you want to prepare for sending and click on the Ready to send button
  
  
  
• select more than one invoice and then click on Ready to send at the top of the screen. 
  
  

Before you actually process and send the invoice, you must first check the invoice date and the sending method and change them if necessary.

Save invoice as 'Draft'

To save the invoice as a draft invoice again, click on the Save as draft button.

Delete invoice

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

The following screen is opened:

Click on the Yes button to actually delete the invoice.