Outstanding invoices

Disclaimer

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

In Yuki, you can view a overview of all sales invoices that have not yet been paid or collected in full or in part.

This is slightly different from outstanding debtor items. The latter is more accounting-related and includes payments to which no sales invoice is linked.

All outstanding invoices can also be found in the Sales folder, on the Invoices tab in the Archive.

Access to Outstanding invoices

To access:

• hover your mouse over the Sales icon in the navigation bar
• click on Invoices
• then, in the now-opened screen, select Outstanding invoices from the dropdown menu.

Outstanding invoices work list

On this screen, you can view the details of all sent sales invoices that have not yet been paid or have been paid only in part.

The default By and Status columns show how sales invoices were sent and whether or not they were delivered.

Filters

By adding the specific Direct debit column, you can filter the 'Invoices ready to be sent' work list to show sales invoices that will or will not be collected via direct debit.

For sales invoices to be collected via direct debit, a green checkmark appears in this column.

Document viewer

In this overview, you can use the so-called document viewer to:

• to hide or show a preview of the document
• to open the document in the browser
• to download the document.

Click on the line of the relevant invoice and then click on one of the buttons on the right side of the screen:

AVAILABLE USER ACTIONS

From this overview, a user can:

• view the document
• view the contact
• (re)send the sales invoice via email.
  
  

View document

• click on the subject of the document
  
  OR
  
  

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

In the now-opened screen, the outstanding invoice can be changed, 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 View contact from the dropdown menu.
  
  

The contact card of the contact is now opened.

(Re)send the sales invoice via email 

To send a sales invoice via email:

• hover your mouse over the line of the relevant invoice
• click on the button with the three dots
• then select Send via email from the dropdown menu.
  
  
  The following screen is opened:
  
  
  
• click on the Send button to actually (re)send the sales invoice.

The sending method in the 'By' column is then changed to 'Email'.