Add payment details to recurring invoice

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 payment details that can be added to a recurring invoice.

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.