Add payment details to contract

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, 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.

Payment details of contract

The following describes the payment details that can be added to a contract.

Click on Bank account to add the debit or refund payment information, if necessary, The following screen is opened:

Payment details for the direct debit or refund can be added in the fields described below. 

Bank account

The default bank account is automatically filled in if it is defined at the contact (customer).

If multiple bank accounts are defined at the contact , you can also select another bank account here.

BIC code

This code is automatically filled in by Yuki (mandatory for payments from abroad).

Mandate reference

The reference number of the direct debit mandate.

The direct debit mandate is automatically filled in if created for the bank account of the contact (customer).

Structured payment ID

The invoice number of the invoice to be collected.

Description

The description of the direct debit order.