Sales Standard - Finalized 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 sent sales invoices that have been paid or collected in full or in part, or that have not yet been paid or collected.

From this overview, a user can:

• view the document
• view the contact
• create a duplicate of a finalized invoice
• create a credit note
• send the invoice via email
• send the invoice via Peppol
• send a reminder.

TIP!

The Delivery status column shows whether the invoices sent have been delivered or not.

Access to finanized sales invoices

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

The following screen is opened:

Filters

To filter the data shown in the overview you can use the following filters:

• Show only overdue invoices
• Document type: sales invoice or sales credit invoice
• Delivery status: Sent or Not delivered
• Payment status: Unpaid. Partially paid or Paid.

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:

View document

To view a 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 the View document menu option from the dropdown menu.
  
  

In the now-opened screen, the (outstanding) sent invoice can be viewed.

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.

Create duplicate of finalized invoice

To create a duplicate of the finalized 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 duplicate of the finalized invoice is immediately created and placed at the top of the ‘Draft Invoices’ view.   

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

Create credit note

To create a credit note:

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

The following screen is opened:

The price of the sales item is now credited.

For a detailed description, see the article 'Sales Standard - Create, send and handle credit invoice'.

Send invoice via email

To send an invoice via email:

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

The following screen is opened:

Enter the delivery details for the invoice and then click on the Send button.

For a detailed description, see the article 'Sales Standard - Enter invoice delivery details'.

Send invoice via Peppol

To send an invoice via Peppol:

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

The following screen is opened:

For a detailed description, see the article 'Sales Standard - Enter invoice delivery details'.

Send reminder

To send a reminder:

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

The following screen is opened:

For a detailed description, see the article 'Sales Standard - Manually send reminder via email'.