Send invoices in bulk by post

Disclaimer

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

If you have configured the Sales settings to send all sales invoices by mail and you process multiple invoices at the same time, they will be processed in your Yuki administration and can then be printed.

The printed sales invoices can then be sent by post.

Change default sending method

To check and/or change the default shipping method for your sales invoices:

• click on the Settings icon in the navigation bar
• in the now-opened screen, in the Sales section click on Sales settings
• find the default sending method under Invoice delivery in the Sending method field.

TIP!

Use the Print labels feature in Contacts (CRM) to address envelopes.

Access to invoices ready to be sent

To access:

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

Invoices ready to be sent work list

Tips for efficiency

• Add the Sending method column to verify that the 'Post' sending method is selected for all customers.
• Use the checkbox in the Type column header to select 50 sales invoices to send by default.
• Then, if required, click on Select all (number) if more than 50 sales invoices need to be sent.
• Click on Undo selection to clear the invoice selection.
   

Process and send invoices in bulk

Follow these steps to process and send invoices in bulk:

• select all invoices you want to send by post to your customers. 
  
  
  
• click on Process at the top of the screen to process the sales invoices in the administration, print and then send them by post to your customers.
  
  The following screen is opened:
  
  
  
• click on the Process button to actually process the sales invoices in the administration and then print and sent them by post. 
  
  While processing the sales invoices, the following message appears on the screen:
  
  

After processing invoices

Yuki sends an email to the user who processed the invoices in bulk. In addition, a notification appears as an outstanding question in the PO Box. 

Both the email and the notification contain a link to a PDF summary file that includes all sent invoices. The name of the PDF file is ‘Sales invoices print file [date] [time].pdf’ and, if required, can be printed.

This PDF summary file is also saved on the (All) tab in the Sales folder.

The processed invoices can be found in the Invoice history, Activity log and Bulk activity overviews.