Sales Standard - Add invoice lines (sales items) to invoice

Modified on Tue, 6 Jan at 4:29 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.

Add invoice lines (sales items)

One or more items for sale must be added to the invoice.

Go through the following steps:

under the Invoice lines heading, click on the magnifying glass behind the Reference field.
Select the item you want to add to the invoice

ATTENTION!
Click on the + New sales item option to add a new sales item.

For a detailed description, see the article Sales Standard - Create sales item.

The item details, such as the description, are automatically filled in on the invoice line.

If required, change the quantity, price, discount, and/or VAT code of the item.
The amount excluding VAT, the VAT amount, and the amount (including VAT) are now automatically filled in.
To add a second item, click on the Add another line button.

Actions on invoice line

While or after adding items, you can perform the following actions on an invoice line:

Edit: click on a field in the invoice line and change the details.
Move: click on the three lines (the mouse cursor will turn into a hand) next to an invoice line to move it up or down.
Text line: click on the icon behind the invoice line to show a text line below the corresponding invoice line on the invoice.
Delete: click on the cross icon behind the invoice line to remove the item from the invoice.