Sales Standard - Create, send, and handle sales invoices

In Yuki, it's possible to manually create a sales invoice, then send it to your customer by post, email, or via Peppol, and finally process it correctly.

TIP!

You can also create English or French sales invoices in Yuki.

For a detailed description, see the article Sales Standard - Create sales invoice in foreign language.

ATTENTION!

It is not possible to set up recurring invoices in Sales GO.

For a detailed description, see the article Deactivate contracts and automated reminders.

All the actions that need to be performed to work with sales invoices in Yuki are described below.

Prepare sales invoices

To prepare for working with sales invoices in Yuki, the following things need to be set up:

• set up sales invoices: contact details and setting/changing the invoice number
  (see article Sales Standard - Invoice details (Sales Settings))
• payment details and integrations
  (see article Sales standard - Payment details (Sales Settings))
• standard method, email settings, and integrations
  (see article Sales Standard - Sending method (Sales Settings))
• Create or change invoice layout
  (see article Sales Standard - Invoice layout (Sales Settings))
• Adding sales items
  (see article Sales Standard - Create sales item).

Create sales invoice

The following steps must be taken to create a new sales invoice:

• Enter the invoice details (contact, layout, and validity)
  (see article Sales Standard  - Enter invoice details)
• Add one or more invoice lines (items)
  (see article Sales standard - Add invoice lines (sales items) to invoice)
• If necessary, change the payment details
  (see article Sales standard - Change payment details)
• Add additional data if necessary
  (see article Sales Standard - Add additional details to invoice)
• save the invoice as a draft invoice
  (see article Sales Standard - Save invoice as draft invoice).

Send sales invoice

If required, the sales invoice can be sent directly to your customer. To do this, follow these steps:

• Enter the invoice sending details
  (see article 'Sales Standard - Enter invoice delivery details')
• process the invoice in the administration so that it is actually sent to the customer
  (see article 'Sales Standard - Process (and send) invoice').

Handle sales invoice

Next, the sent sales invoice needs to be processed:

• If necessary, create a credit invoice
  (see article 'Sales Standard - Create, send and handle credit invoice').
• If necessary, send a reminder via email
  (see article 'Sales standard - Manually send reminder via email').