Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
In Yuki, you can view an overview of all activities performed by users or Yuki regarding sending 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.
There are two types of activity:
- Invoice processing
- Reminder.
From this overview, a user can:
- view a document
- view a contact.
Hover your mouse over the Sales icon in the navigation bar. Subsequently, click on Invoices and then, in the now-opened screen, select the Activity log overview from the drop-down menu.
The following screen is opened:
ATTENTION!
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.
TIP!
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.
In this overview, you can use the so-called document viewer to:
- ide or show a screen preview of the document
- open the document in the browser
- download the document.
Click on the line of the relevant invoice and then on one of the buttons on the right of the screen:
View 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 and then select View document from the drop-down menu.
In the now-opened screen, the invoice can be modified, if necessary, or actions can be performed on the invoice.
View contact
Hover your mouse over the line of the relevant invoice, click the button with the three dots and then select View contact from the drop-down menu.
The contact card of the relevant contact is now opened.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article