Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
To send a new invoice to your customer, the following steps must be followed:
- prepare the invoice for sending to the potential customer
- add notes, if necessary
- check and change, if necessary, the invoice date and/or the shipping method
- process the invoice in the administration, ensuring that it is actually sent to the potential customer.
Click on the Sales icon in the navigation bar. Subsequently, click on Invoices and then, in the now-opened screen, select the work list Invoices ready to be sent.
Open the invoice whose invoice date and/or sending method you want to check by clicking on the subject of the relevant invoice.
The following screen is opened:
From this screen, a user can:
- change the invoice date and/or sending method
- save the invoice as 'Ready to send'
- delete the invoice.
Change invoice date and/or sending method
In an invoice to be sent, you still have the option to check and, if necessary, change the invoice date and/or sending method before actually processing and sending the invoice.
Invoice date (required)
The invoice date shown is always today's date. Select a different invoice date here if required.
Sending method (required)
The sending method as recorded by the customer is automatically entered in this field. However, if no sending method is specified with the customer, the sending method entered in the Sales settings under Invoice delivery will be used.
For a detailed description, see article Invoice delivery.
If necessary, change the sending method of the invoice:
- Send by email: the Email field shows the email address already entered for the customer. If necessary, enter the customer's email address. If no email address is known, the invoice will not be processed.
Send via Peppol: when the administration is registered with Peppol, this shipping method is automatically chosen here for the customer when possible.
ATTENTION!
Therefore, when the customer is not registered with Peppol, this sending method is not chosen by Yuki.
When the 'Send via Peppol' sending method is selected anyway, Yuki first checks whether the customer's address details are filled in. If the address is missing, the following message is shown:
Click on the Add address link to enter the missing address of the customer.
Yuki then checks whether the customer is registered with Peppol based on the CoC number and VAT number. If the Chamber of Commerce number and/or VAT number is missing in the customer's details, the following message will be shown:
Click the Change financial details link to enter the customer's missing CoC number and/or VAT number. You can now send the invoice via Peppol when it appears that the customer is registered with Peppol ór the following message appears in the screen:
Send by post: the invoice can be printed and/or downloaded immediately after processing.
Do not send invoice by email: the invoice is processed in the administration but not sent to the customer.
Save invoice as 'Ready to send'
To save the invoice again as an invoice to be sent, click on the Save as 'Ready to Send' button.
Delete invoice
To delete an invoice to be sent, click on the Delete button.
The following screen is opened:
Click on the Yes button to actually delete the invoice.
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