Add invoice lines (items) to 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 how to add invoice lines to a recurring invoice.

One or more items sold must be added on the recurring sales invoice.

Go through the following steps:

• Select the appropriate price list for the items on the sales invoice.
  If a (customer-specific) price list has been entered on the customer's contact card, it is automatically entered here.
• Under the Invoice lines heading, click on the magnifying glass in the Reference field.
• Select the item you want to add on the invoice. Only the items from the price list selected above will be shown.
  
  TIP!
  Click on the + Create new option to add a new sales item.
  
  
  
• The details of the item such as the description are automatically filled in on the invoice line.
  
  ATTENTION!
  A so-called placeholder (dynamic period) can be added to the description of the invoice line:
  • [Period] Period for which the invoice is generated
  • [PeriodNumber] Number of the period for which the invoice was 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’. If ‘Default’ is selected at the invoicing period, the value of the placeholder will be automatically taken from the contract settings (at Sales settings).
    
    
• If required, change the quantity, price and/or VAT code of the item.
  The amount excluding VAT, the VAT amount and the amount (including VAT) are now filled in automatically.
  
  

• To add a second article click on the NEW LINE button.

Actions on invoice line

During or after adding items, you can perform the following actions on an invoice line:

• Edit: click on a field in the invoice line and change the data.
• Move: click the two dashes (mouse pointer becomes a hand) in front of an invoice line to move it down or up.
• Text line: click the button with the three dots behind the invoice line and then select the option Add a new remark to show a text line on the created sales invoice under the corresponding invoice line.
• Restore default values: click on the button with the three dots behind the invoice line and then select the option Restore default values to restore the default values of the sales item to the invoice line.
• Remove: click the button with the three dots behind the invoice line and then select the Remove line option to remove the line from the sales invoice.