Add attachment(s) to 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.

Add attachment(s)

Click on Attachments to add one or more attachments, if necessary.

The following screen is opened:

You can add one or more attachment(s) to the recurring invoice you want to send to the customer by searching, selecting and then uploading it:

• from your device by clicking on the Cloud icon with down arrow (Upload)
• from the Archive in Yuki by clicking on the icon with folders (Archive).

The following types of files can be added as attachments:

• PDF
• Office documents
• TXT
• PNG
• JPG.

The total MB of the attached attachment(s) may not exceed 5 MB. This number is shown to the left below the uploaded attachment(s).

The attachment can be found in the Archive in the Sales folder.

Delete attachment(s)

You can delete an added attachment by clicking on the trash bin behind the file name.