Yuki integration
Vetocare does not yet have a direct integration with Yuki, but you can automatically forward invoices to Yuki using the automatic BCC feature in the invoice settings. Yuki can then process and book these invoices.
How it works
The automatic BCC feature sends a copy of every invoice email to an email address that you set yourself. By entering the email address of your Yuki environment here, Yuki automatically receives a copy of every invoice you send by email.
This is email forwarding, not an API integration: payments, clients, and payment status are not synchronized with Yuki.
Set up the BCC address
You can set the BCC address under Settings > Invoice settings. You need invoice and practice settings permissions to do this.
Go to Settings > Invoice settings.
In BCC email address for accounting, enter the email address of your Yuki environment. This must be a valid email address.
Set Show VAT base amount to Yes. The VAT base amount is then automatically displayed on new invoices with more than one VAT rate, which helps accounting packages read invoices correctly.
Set Send UBL file in email to Yes. A UBL file containing all invoice details is then sent as an attachment; most accounting packages can process and book UBL files directly.
Click Save.
Send invoices to Yuki
Once a BCC address has been set, the option to send a copy to the administration is enabled by default for every invoice email.
Open the draft invoice and select Send > Email (PDF).
Leave the Send copy to administration checkbox selected in the email screen. This means the configured BCC address receives a copy of the invoice email.
Send the email.
To send invoices by email, an email sender must be configured and the client must have a valid email address. The BCC copy is sent only when the Send copy to administration checkbox is selected.