Contract billing

Disclaimer

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

Contract billing  settings include the standard contract layout, the billing period, and the automatic generation of the recurring sales invoice.

Access to settings

All settings for your sales invoices, quotations and contractsi are centralized within your domain and divided into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar
• click on Sales settings in the now-opened screen
• then scroll to Contract billing.

Contract billing settings

After clicking the Edit button, the settings below for the contract billing can be entered in the sales settings.

Default layout (required)

This sales invoice layout is entered as a preferred value when creating a contract.

Invoicing period

When you use a placeholder (dynamic period) in the subject of your recurring invoices or in the description of an invoice line, the value of the placeholder is automatically filled in with the current period by default.

However, you can adjust this value by selecting the period actually invoiced by means of the recurring invoices:

• Previous period
• Current period
• Coming period.

An example is sending recurring invoices for the previous month on the first of each month. By selecting the 'Previous period' option, the value of the placeholder in recurring invoice generated in June, for example, will not be 'Invoice for June' but 'Invoice for May'.

Generate invoice

By default, recurring invoices are automatically created by Yuki on the date as calculated from the contract start date and the set repeat frequency. This calculated date (invoice date) is shown on the timeline.

However, the invoices can also be generated one day before or 7 days before the calculated invoice date.