Enter invoice details of 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 invoice details (invoice information) to be entered.

Individual articles describe entering and/or adding the following data:

• additional information
• payment details (Bank account)
• one or more attachments
• notes.

Recurring invoice details can be entered or changed in the fields described below.

Invoice subject (required)

After selecting the customer, Yuki automatically fills in the subject "Invoice for [contact]". This can be changed manually.

A so-called placeholder (dynamic period) can be added to the subject of the invoice:

• [Period] Name of the period for which the invoice is generated
• [PeriodNumber] Number of the period for which the invoice is generated
• [Year] Year for which the invoice is generated.

The value of the placeholder (previous period, current period or upcoming period) will be automatically taken from the value selected in the invoice at ‘Invoicing period’. When ‘Default’ is selected at the invoicing period, the value of the placeholder will be automatically taken from the contract settings (at Sales settings).

Even after processing and/or sending the recurring sales invoice, the subject of the invoice can still be changed.

Payment term (required)

The payment term in days is inherited from the invoice settings (in the Sales settings). However, the number of days can be changed manually here. When sending the recurring invoice, the correct due date is automatically calculated based on the invoice date.

Payment method (required)

The default payment method of a recurring invoice is by default ‘Electronic transfer’. However, the payment method can be manually changed here to:

• Direct debit (add payment details)
• Cash
• Debit card
• Credit card
• Will be refunded 
• Received cash (cash from business account)
• To be offset
• Private payment
• Received in private (cash, debit card or credit card from private bank account)
• iDEAL
• Online (online payment provider such as PayPal, Pay.nl or MultiSafepay)
• Mollie.

Sales invoices recorded with payment type ‘Debit card’, ‘Credit card’, ‘iDEAL’ or ‘Online’ do not appear in the outstanding debtors but are posted on ‘23300 Suspense account debit card payments’, ‘23310 Suspense account credit card payments’, ‘23320 Suspense account iDEAL payments’ or ‘23330 Suspense account online payments’ respectively.

Invoice layout (required)

The invoice layout is taken from the contract settings (in the ‘Sales settings’). 

However, if a customer-specific invoice layout is present on the customer's contact card, it will be filled in automatically. However, the invoice layout can be changed manually here. 

TIP!

To create an English, French or German recurring sales invoice select an English, French or German invoice layout here.