Sales Standard - Draft sales invoices

Disclaimer

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

In Yuki, you can view an overview of all sales invoices that have been created but cannot or should not be sent to your customers yet.

All the data on a draft invoice can still be adjusted and saved again.

You can also find all draft invoices in the Sales folder, under the Invoices tab in the Archive.

From this overview, a user can:

• create a new invoice
• change a draft invoice
• view the contact
• delete a draft invoice
• create a duplicate of a draft invoice.

Access to draft sales invoices

• hover your mouse over the Sales GO icon in the navigation bar
• click on Invoices
• then select the Drafts view in the now-opened screen.

The following screen is opened:

Create new invoice

To create a new invoice, click on the Create invoice button at the top right of the screen.

The following screen is opened:

For a detailed description of the fields to be entered, see article Sales Standard - Enter invoice details.

Change draft invoice

To changea a draft invoice:

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

In the now-opened screen, the draft invoice can be edited and then saved as a draft invoice or finalized and sent immediately.

View contact

To view the invoice contact:

• 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 for the relevant contact is opened.

Delete draft invoice

To delete a draft invoice:

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

The following message appears on the screen:

Click on the Delete button to actually delete the invoice.

Create duplicate of draft invoice

To create a duplicate of the draft invoice:

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

The draft invoice duplicate is created immediately and shown at the top of the overview.

The duplicate draft invoice can be changed if required and then saved as a draft invoice or finalized and sent immediately.