Enable 'Payment discount' feature

Modified on Wed, 4 Mar at 3:50 PM

Disclaimer

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

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

You have the option to process payment discount/credit limit on purchase invoices.

The payment discount feature is only available when a user with the 'Management' role has selected the Small, Medium, Large or Unlimited bundle via the Yuki Store in the domain.

Only the owner of a domain (with the 'Management' role) or a user with the 'Management' ánd 'Security manager' role can enable the feature.

This is because they decide whether to work with discounts or not.

In Yuki you can set the following bank settings:

Payment list
Here you can configure payment list security so that documents due for payment require approval before they appear in the payment list. You can also specify whether or not discounts apply when paying for documents.
Ponto
Ponto enables bank accounts from more than thirty banks to be linked to Yuki in a secure and reliable manner, in accordance with PSD2 and GDPR regulations.
Purchase invoice settings
Disable mandatory bank account entry when processing purchase invoices with payment method 'Electronic transfer'.

Access to bank settings

All saved settings, such as the payment list settings are centralized within your domain and organized into logical categories.

To access these settjngs:

click on the Settings icon in the navigation bar
then, in the now-opened screen, in the Bank section click on Payment list.

Enable payment discount

Enable the Payment discount feature by selecting On. Then click on the Save button.

All invoices with a payment discount will be shown in the 'To be paid' work list (payment list). They can be paid via a SEPA payment file.

For a detailed description, see article Pay payment list invoices with payment discount via SEPA payment file.