Sales Standard - Enter invoice details

Modified on Tue, 6 Jan at 4:11 PM

Disclaimer

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

In Yuki, it is possible to manually create a sales invoice and then send it to your customer by mail, email or via Peppol. Then, if necessary, the invoice can be handled correctly.

To create a new sales invoice, the following steps must be followed:

enter the invoice details (including customer, payment term and method).
add one or more invoice lines (sales items)
if necessary, change the payment details (QR code and invoice text about payment)
if necessary, add additional details (order number, notes, and attachment)
save the invoice as a draft invoice.

Access to new sales invoice

You can create a sales invoice from three places in Yuki:

click on the Sales icon in the navigation bar
click on Dashboard if necessary
select the Invoice menu option from the dropdown menu of the Create... button.
OR
click on the Sales icon in the navigation bar
click on Invoices
then in the now-opened screen, click on the New invoice button.
OR
Click on the Contacts icon in the navigation bar
open the relevant contact card in the now-opened screen
then in the now-opened screen, click on the Sales invoice button.

Enter invoice details

The invoice details can be entered in the fields described below.

Company (required)

Select the company (administration) in which the sales invoice should be processed in Yuki.

Customer (required)

Select the relationship (customer) for whom the invoice is intended, or click the + New Relationship button to create a new relationship (customer).

For a detailed description, see article Sales Standard - Create customer (business/private person) via sales invoice.

Once you have selected or created a contact, the fields 'Contact Person', 'Subject', 'Layout', and 'Expires in' are automatically added to the draft invoice.

Contact person

If a customer-specific contact person is present on the customer's contact card, it will be automatically filled in.

If necessary, select a different contact as the customer's contact person or click on the + New contact button to create a new contact (contact person).

It is only possible to select contacts who are registered with the customer. This prevents the invoice from being accidentally sent to the wrong person.

Language

The invoice layout is taken from the 'Invoice layout' settings (under 'Sales settings'). However, the invoice layout can be manually changed here.

For a detailed description, see the article Sales Standard - Invoice layout (Sales settings).

Subject (required)

After selecting the customer, Yuki automatically fills in the subject "Invoice for [customer]". This can be changed manually.

Even after sending the invoice, the subject of the invoice can still be adjusted.