Change sending method recurring invoice and/or customer email address

Disclaimer

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

You can create a contract from three places in Yuki:

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

To create a new contract, complete the following steps:

• enter contract details (contact and contract details)
• enter invoice details (invoice information) of recurring invoice
• add one or more invoice lines (items) to recurring invoice
• add additional information to recurring invoice, if required
• add payment information to recurring invoice, if required
  (only available in payment method 'Direct Debit' and 'Will be refunded')
• add, if required, add an attachment to the contract from your device or from the archive in Yuki
  (only available in new sales functionality)
• add notes to recurring invoice, if required
• change, if required, sending method of recurirng invoice and/or customer email address
• save contract as a draft contract or a completed contract.

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.