Invoice Grid for Magento 2 - Yuki Connection

This page explains the invoice grid in the Yuki Connection for Magento 2. The invoice grid is your main overview of all invoices known to the module - both those waiting to be synced to Yuki and those already processed. From here you can trigger manual syncs, skip invoices you don't want to sync, and inspect the sync status per invoice.

Location: Accounting -> Data -> Invoices

Columns

The following columns are hidden by default but can be enabled via the column picker:

• Invoice Entity ID
• Order Entity ID
• Customer ID
• Currency
• Base Currency
• Base Exchange Rate
• Global Currency
• Global Exchange Rate
• Invoice Status
• Created At

Yuki-Specific Columns

When an invoice has been added to the Yuki sync queue, three additional columns become relevant:

How Invoices Enter the Grid

Invoices are not automatically tracked by the module unless specific conditions are met:

1. An invoice is created in Magento - either manually or via automatic capture on order placement.
2. If automation is enabled in the configuration, the invoice is automatically added to the sync queue. If automation is disabled, you can add it manually via the row action.
3. Requirements for an invoice to sync: the module must be enabled, the store must be configured with valid Yuki credentials, and the billing address must contain complete information (name, country, address).

Invoices that do not meet the requirements will appear in the grid but will not sync successfully until the issue is resolved.

Row Actions

Actions available per invoice row:

• View Invoice - Opens the Magento invoice detail page
• View Order - Opens the Magento order detail page
• Sync to Yuki - Immediately attempts to sync this invoice to Yuki
• Skip - Marks the invoice as Skipped so it is excluded from sync
• Delete - Removes the invoice record from the module grid (does not affect the Magento invoice)

Mass Actions

Select multiple invoices and use the actions under the Yuki submenu in the mass actions dropdown:

• Sync - Immediately attempt to sync the selected invoices
• Add to Queue - Set status back to Pending so the cron job will pick them up
• Skip from Queue - Mark the selected invoices as Skipped

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Documentation:

• All Help Articles - Complete documentation overview

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