Prepare invoice for sending

Modified on Tue, 24 Mar at 1:32 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 send a new sales invoice to your customer, follow these steps:

prepare the invoice for sending to the customer
if necessay, add notes
check and, if necessary, change the invoice date and/or sending method
process the invoice in the administration (this will cause the invoice to be sent to the customer).

Access to draft invoice

To access:

click on the Sales icon in the navigation bar
click on Invoices
then, in the now-opened screen, select the Draft Invoices work list
open the invoice you want to prepare for sending by clicking on the subject of the relevant invoice.

Draft invoice

AVAILABLE USER ACTIONS

From this screen, a user can:

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

Prepare invoice for sending

A sales invoice can be prepared for sending from an opened invoice or from the Draft Invoices work list.

From an opened draft invoice

Once you have created a draft invoice and entered all the necessary information, you can easily prepare it for sending. To do this, click on the Next button.

Check the invoice

After clicking on the ‘Next’ button, a screen is opened where you can view a preview of the invoice. This gives you the opportunity to check the invoice for accuracy and formatting before it is sent.

The invoice in question disappears from the ‘Draft Invoices’ work list and is moved to the ‘Invoices ready to be sent’ work list.

From the Draft Invoices work list

You can also mark one or more draft invoices as ready 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 opened invoice as a draft invoice again, click on the Save as draft button.

Delete invoice

To delete an opened draft invoice, click on the Delete button.

The following screen is opened:

Click on the Yes button to actually delete the invoice.