Change sending method recurring invoice and/or customer email address

Disclaimer

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

In Yuki, you can create a contract to set up recurring invoices for a customer and send them automatically if required.

Access to new contract

You can create a contract from three places in Yuki:

• click on the Sales icon in the navigation bar
• click on Dashboard
• then, in the now-opened screen, click on the Create contract button.
  
  OR
  
  
• click on the Sales icon in the navigation bar
• click on Contracts
• then, in the now-opened screen, click on the Create contract button.
  
  OR
  
  
• click on the Contacts icon in the navigation bar
• click on Contacts
• open the relevant contact card
• in the now-opened screen, click on Sales invoices
• open a sales invoice created by Yuki
• Then click on the Generate contract button.
  
  

Change sending method or email address of customer

The following describes the ways (sending method) in which the periodic invoices are sent to the customer.

Sending method (required)

This field is used to automatically enter the sending method defined by the customer. However, if the customer has not specified a sending method, the sending method entered in the sales settings is used.

If necessary, change the sending method on the sales invoice:

• Send by email: if necessary, enter the customer's email address. If no email address is known, the recurirng invoice will not be processed.
• Send by post: the recurring invoice can be printed and/or downloaded immediately after processing.
• Do not send invoice by email: the recurirng invoice will be processed in the administration but not sent to your customer.

Email address

You must enter an email address only if you have selected the 'Send by email' option.