Activity log invoices and reminders

Disclaimer

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

In Yuki, you can view a report of all activities performed by users or Yuki regarding sending invoices and reminders. 

There are two types of activity:

• Invoice processing
• Reminder.

Access to Activity log invoices and reminders

To access:

• click on the Sales icon in the navigation bar
• click on Invoices
• then, in the now-opened screen, select Activity log from the dropdown menu.

Activity log invoices and reminders report

This screen shows all details of the actions performed by users related to sending sales invoices and reminders.

Of each invoice or reminder sent, it shows in which way (Peppol, email or post), by whom, on which date and to which customer the invoice or reminder was sent.

Status 'Delivered'

An invoice sent via Peppol with the status 'Delivered' has been successfully sent via Peppol. This also means that the invoice is ready on Peppol to be received by the customer's Access Point.

To find out the reason why an invoice with the status 'Not delivered' could not be sent via Peppol or email, open the relevant sales invoice and view the reason listed there in the 'Notes' field.

Document viewer

Click on the relevant invoice line and then on the Show / Hide button (icon with a right / left arrow) to show or hide the document preview on the screen.

Additionally, in the document viewer you can:

• open the document in the browser (square icon with a top-right arrow)
• download the document (cloud icon with a down arrow).

AVAILABLE USER ACTIONS

From this overview, a user can:

• view a document
• view a contact.
  
  

View document

To view a document: 

• click on the subject of the document
  
  OR
  
  
• hover your mouse over the line of the relevant invoice
• click the button with the three dots
• then select the View document menu option from the dropdown menu
  
  

In the now-opened screen, the invoice can be modified, if necessary, or actions can be performed on the invoice.

View contact

To view the contact of an invoice:

• hover your mouse over the line of the relevant invoice
• click on the button with the three dots
• then select the View contact menu option from the dropdown menu
  
  

The contact card of the relevant contact is now opened.