Save contract as draft contract or completed contract

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.

Generate first invoice immediately

The first invoice of the series of recurring invoices can also be generated immediately when completing the contract.

For a description of generating the first invoice immediately, see article Generate first invoice immediately (via contract).

The following describes how a contract can be saved as a draft contract or a completed contract.

When all contract details have been entered, click on the SAVE AS DRAFT or COMPLETE button to save the contract as a draft contract (in overview ‘Draft contracts’) or as a completed contract (depending on contract start date in overview ‘Future contracts’ or ‘Current contracts’), respectively. 

Draft contract

After saving the contract as a draft contract, the input screen remains open and a draft contract can, if required, be:

• moved to another administration
• deleted.

To do this, click on the button with the three dots.

Completed contract

After completing the contract, this contract is shown directly in your screen. A completed contract can, as long as Yuki has not yet prepared the first recurirng sales invoice, be, if required:

• edited
• deleted.

To do this, click on the button with the three dots.