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, 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.

Attachment(s) of contract

The following describes how to add an attachment to a contract.

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.