Invoices

Modified on Thu, 9 Oct at 5:38 PM

Disclaimer

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

In Yuki you can view a number of work lists (workflow) and overviews of all unpaid/still to be collected and paid/collected sales invoices.

The following sales invoice workflow work lists are available:

The following work lists of sent sales invoices are available:

The following overviews of sales invoices are available:

Click on the Sales icon in the navigation bar, then click on Invoices and then select the work list or overview you want to view.

In this overview, you can use the so-called document viewer to:

hide or show a screen preview of the document
open the document in the browser
download the document.

Click on the line of the relevant invoice and then on one of the buttons on the right of the screen:

In any worklist or overview, a user can:

create a new invoice
download all displayed columns as a CSV file (Excel) or copy to clipboard
customize the view
search data.

Create new invoice

Click on the New invoice button.

For a detailed description, see article Create, send and handle sales invoice.

Download data as CSV file or copy to clipboard

Click on the Download button and then select Download as CSV or Copy to clipboard from the dropdown menu.

The name of the downloaded CSV file is:

SalesInvoicesDatalist_Draft-invoices_[Today's date].csv
SalesInvoicesDatalist_Invoices-ready-to-be-sent_[Today's date].csv
SalesInvoicesDatalist_Outstanding_[Today's date].csv
SalesInvoicesDatalist_Overdue_[Today's date].csv
SalesInvoicesDatalist_Blocked _[Today's date].csv
SalesInvoicesDatalist_Invoice-history_[Today's date].csv
LogInvoicesDatalist_Activity-log_[Today's date].csv
LogBulkInvoicesDatalist_Bulk-activity_[Today's date].csv.

Customize view

The view can be customized in the following ways:

Administration: If necessary, select the invoices from the appropriate administration.
Period: Specify, if possible, from which period you want to view invoices.
Column selection: By default, a number of columns are shown in each work list or overview. These columns can be changed by selecting or deselecting columns.
Column sorting: All shown columns can be sorted ascending or descending.

Search data

The search bar can be used to search for:

(part of a) name
The search result now shows all data in which this name has been entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or 'Contact' field.
number
The search result now shows all data where the number is entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or in a numeric field such as 'Invoice number'.
amount
You can search for an exact amount by entering this amount in the search field, for example, '54,45' or '54.45'.
date
You can search for a specific date by entering it as:
- 31/08/2020
- 31-08-2020
- 310820
- 31082020.

Targeted search

You can also perform a targeted search using different search terms. After each search, the search result can be further specified by adding a new search term.