Add notes to 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 and then send it to your customer by mail, email or via Peppol. Then, if necessary, the invoice can be handled correctly.

Access to draft invoice

To access:

• click on the Sales icon in the navigation bar
• click on Invoices
• then, in the now-opened screen, select the Draft invoices work list
• open the invoice you want to prepare for sending by clicking on the subject of the relevant invoice
• then click on the Next button.

Draft invoice

From this screen, a user can:

• add notes to the invoice
• save the invoice as 'Ready to send'
• delete the invoice.
  
  

Add notes to invoice

If you want to add comments to an invoice, you can do so in the Notes field. This field is intended for internal communication, which means that the notes will not appear on the final invoice sent to customers.

Additional Invoice information

In addition to adding notes, you can also view the following details:

• Created by: This field shows who originally created the invoice, including the date and time of creation.
• Modified by: Here you can see who made the most recent changes to the invoice and when they were made.

You’ll also find the document type and the invoice’s internal ID as recorded in Yuki.

Save invoice as 'Ready to send'
To save the opened invoice again as an invoice to be sent, click on the Save as 'Ready to Send' button.

Delete invoice

To delete an invoice to be sent, click on the Delete button.

The following screen is opened:

Click on the Yes button to actually delete the invoice .