Create, send and handle sales invoice

Modified on Wed, 16 Jul at 4:22 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, then send it to your customer by mail or email and then handle it correctly.


TIP!

You can also create English, French or German sales invoices in Yuki.


For a detailed description see article Create foreign language sales invoice.


If you have to send some sales invoices to the same customers on a regular basis, you can set up recurring invoices (via contracts) that Yuki will automatically prepare to send to your customers.


For a detailed description see article Contracts (create and send recurring invoices).


All the actions that need to be performed to work with sales invoices in Yuki are described below.


Prepare sales invoices

In order to prepare the work with sales invoices in Yuki, the following matters must be arranged:


Click on the video to watch Yuki Sales settings! (NL)



Click on the video to watch Yuki Invoice layout settings! (NL)



Click on the video to watch Yuki Sales items & price lists! (NL)




Create sales invoice

To create a new sales invoice, you must complete the following steps:


Send sales invoice

If required, the sales invoice can be sent directly to your customer, to do this go through the following steps:


Click on the video to watch Yuki Create and send invoices! (NL)




Handle sales invoice

Then, handle the sent sales invoice:


Click on the video to watch Yuki Reminders! 



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