Add notes to invoice

Modified on Thu, 08 Feb 2024 at 11:01 AM


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

To send a new invoice to your customer, the following steps must be followed:

  • prepare the invoice for sending to the potential customer
  • add notes, if necessary
  • check and change, if necessary, the invoice date and/or the shipping method
  • process the invoice in the administration, ensuring that it is actually sent to the potential customer.

Click on the Sales icon in the navigation bar. Subsequently, click on Invoices and then, in the now-opened screen, select the work list Invoices ready to be sent.

Open the invoice to which you want to add notes by clicking on the subject of that invoice.

The following screen is opened: 

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 necessary, you can add comments to the invoice in the Notes field.

These notes are internal and will therefore not be shown on the invoice.

In addition, the Created by and Modified by fields allow you to see when and by whom the invoice was created and/or modified. 

This also shows the document type and internal ID of the invoice in Yuki.

Save invoice as 'Ready to send'
To save the 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 . 

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