Create, send and handle sales invoice

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.

Create sales invoice in foreign language

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

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

Send recurring sales invoices (via contract)

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).

The following steps required to work with sales invoices in Yuki are described below:

• prepare invoicing
• create a sales invoice
• send a sales invoice
• handle a sales invoice.
  
  

Prepare invoicing

To prepare for working with sales invoices in Yuki, the following items must be taken care of:

Create sales invoice

To create a new sales invoice, follow these steps: 

Send sales invoice

If required, the sales invoice can be sent directly to your customer. To do so, follow these steps:

Handle sales invoice

Then, the sent sales invoice must be handled, if necessary.