Blocked invoices

Disclaimer

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

In Yuki, you can view a work list of all sales invoices for which sending a reminder or demand for payment is blocked. These are invoices that have not yet been paid or collected and for which, for example, research or follow-up work still needs to be done.

The details of a blocked invoice can not be updated and saved again. . 

From this work list, a user can: 

• unblock reminders for invoices
• view the document
• view the contact
• (re)send the sales invoice via email..

TIP!

The default 'By' and 'Status' columns show how sales invoices were sent and whether or not they were delivered.

Hover your mouse over the Sales icon in the navigation bar, click on Invoices and then select the Blocked invoices work list from the drop-down menu in the now-opened screen.

The following screen is opened:

In this work list, 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:

Unblock reminders for invoices

Select the invoices in the work list for which sending a reminder or demand for payment should be unblocked. Then click on Unblock at the top of the screen. 

The following message appears on your screen: 

The invoice disappears from the 'blocked invoices' work list and reappears in the 'Overdue invoices' work list.

View document

• Click on the subject of the document
  OR
• Hover your mouse over the line of the relevant invoice, click on the button with the three dots and then select View document from the drop-down menu.
  
  

In the now-opened screen, the blocked invoice can be changed, if necessary, or actions can be performed on the invoice. 

View contact

Hover over the line of the relevant invoice, click on the button with the three dots and then select View contact from the drop-down menu.

The contact card of the contact is now opened. .

(Re)send the sales invoice via email 

Hover your mouse over the line of the relevant invoice, click on the button with the three dots and then select Send via email from the drop-down menu.

The following screen is opened: 

Click on the Send button to actually (re)send the sales invoice.

The sending method in the 'By' column is then changed to 'Email'.