Add notes 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 notes to a recurring invoice.

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

Click on Extra to add notes, if needed, The following screen is opened:

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

In addition, in the Created and Modified fields, you can see when and by whom the sales invoice was created and/or changed. 

Also shown here is the document type and internal ID of the document in Yuki.