Add attachment(s) to recurring invoice (only available in new Sales)

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 an attachment to a recurring invoice.

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
• from the archive in Yuki.

The following types of files can be added as attachments:

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

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

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).

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