Add notes 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 notes

Click on Extra to add notes, if needed.

The following screen is opened:

If necessary, you can add comments to the recurring invoice in the Comments field.

These notes are internal and therefore will not be shown on the recurring invoice.

Additional recurring invoice information

In addition to adding notes, you can also view the following details:

• Created: this field shows who originally created the recurring invoice, including the date and time of creation.
• Modified: here you can see who made the most recent changes to the recurring invoice and when they were made.

You’ll also find the (document) type and the invoice’s internal ID as recorded in Yuki.