Create and send recurring invoice (via contract)

Disclaimer

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

If you need to send some sales invoices such as subscriptions, etc. to the same customers on a regular basis, you can use a contract to create recurring invoices that Yuki will automatically prepare for sending. If required, you can also specify that these invoices be sent automatically to your customer.

Recurring invoices in foreign language

You can also create recurring sales invoices in English, French, or German in Yuki.

Date for automatically preparing recurring invoices

As soon as the invoice date for the next recurring invoice is reached (see the timeline shown in the contract), Yuki will automatically prepare the recurring invoice and, if required, send it manually or automatically (if configured).

Time of automatic sending of recurring invoices

The time at which recurring invoices are automatically sent is determined by the time at which the contract is completed. 

This time cannot be changed.

Prepare for invoicing

To create recurring sales invoices in Yuki, you must first set up a few things related to invoicing.

For a detailed description of this preparation, see the article Create, send and handle sales invoice.

Access to recurring invoice (via contract)

To access:

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

New contract

Once you have selected a contact (customer), the following screen is opened: