Save contract as draft contract or completed 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
• 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.

New contract

AVAILABLE USER ACTIONS

From this screen, a user can:

• save the contract as draft contract
  
• move the drat contract to another administration
• delete the draft contract
• save the contract as a completed contract
• change the completed contract
• delete the completed contract.

Save contract as draft contract

When all contract details have been entered, you can save the contract as a draft contract by clicking on the SAVE AS DRAFT button.

You can find the draft contract in the 'Draft contracts' overview.

After saving the contract as a draft, the entry screen remains open, and you can move or delete the draft contract if required.

Move draft contract to another administration

To move the draft contract to another administration:

• click on the button with the three dots
• then select the Move to another administration menu option.

Delete draft contract

To delete the draft contract:

• click on the button with the three dots
• then select the Delete menu option.

Save contract as completed contract

When all contract details have been entered, you can complete the contract by clicking on the COMPLETE button.

Generate first recurring invoice

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).

You can find the completed contract depending on the contract start date in the 'Future contracts' or the 'Current contracts' overview.

After completing the contract, this contract is shown directly in your screen. 

A completed contract can be changed or deleted, if required, as long as Yuki has not yet prepared the first recurirng sales invoice.

Change completed contract

To change a completed contract:

• click on the button with the three dots
• then select the Edit menu option.

Delete completed contract

To delete a completed contract:

• click on the button with the three dots
• then select the Delete menu option.