Quotations to be invoiced

Disclaimer

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

In Yuki you can view a work list of all quotations that have been accepted by the customer but still have to be invoiced.

TIP!

All quotations to be invoiced can also be found in the folder Sales, Quotations tab in the Archive.

From this worklist, a user can:

• invoice the quotation
• view the document
• view the contact
• delete the quotation.

Hover your mouse over the Sales icon in the navigation bar, click on Quotations and then in the now-opened screen, select the Ready to invoice work list from the dropdown menu.

ATTENTION!

As long as the accepted quotation has not yet been invoiced, it can be reopened by clicking on the Reopen button in the opened quotation to be invoiced. After reopening the quotation, it can be accepted, refused or revised again.

The following screen is opened:

Invoice quotation

If required, an accepted quotation can be invoiced directly to the customer by:

• clicking on the subject of the relevant quotation and then in the now-opened screen, clicking on the Generate invoice button
• hover your mouse over the line of the relevant quotation and then clicking on the Generate invoice button.
  
  

The quotation has now been moved to the 'Invoices ready to be sent' work list'.

All details of the quotation are reproduced in the now-opened screen of a new sales invoice: 

If required, the details of the sales invoice can still be changed and/or supplemented by clicking on the Back button. The sales invoice can then be saved as an invoice to be sent by clicking on the Save as 'Ready to send' button or processed directly in the administration and sent to the customer.

In the latter case, the status of the quotation is 'Invoiced':

View document

• Click on the subject of the document

  OR

• Hover your mouse over the line of the relevant quotation, click on the button with the three dots and then select the View document menu option from the dropdown menu.
  
  

  

In the now-opened screen, the quotation to be invoiced can be invoiced or reopened.

View contact

Hover your mouse over the line of the relevant quotation, click on the button with the three dots and then select the View contact menu option from the dropdown menu.

The contact card of the relevant contact is now opened.

Delete quotation

Hover your mouse over the line of the relevant quotation, click on the button with the three dots and then select the Delete menu option from the dropdown menu.

The following message appears in your screen: 

Click on the Delete button to actually delete the quotation to be invoiced.