Sales Standard - Save invoice as draft invoice

Modified on Thu, 8 Jan at 3:34 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.

Save invoice as draft invoice

When all details of the invoice have been entered, click on the Save and close button to save the invoice as a draft invoice (in overview ‘Draft Invoices’). The input screen will be closed.

TIP!

A draft invoice can, if required, be moved to another administration. To do so, select in the Company field the administration to which the draft invoice should be moved.