Create company (customer) via contract

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Companies can be customers, suppliers or a “regular” contact in Yuki and may or may not be in the personal address book.

In an opened contract, click in the Contact field and then select + Create new from the dropdown menu.

In the now-opened screen, click on the Company button to add a new contact of type ‘Company’.

The company's initial contact information should be recorded and added or changed later if necessary:

• Logo
  To add the company's logo, click in the 'Logo' field and then select the file containing the logo.
• Name (required)
• Contact person
• Address:
  • Street
  • Postal code
  • City
  • Country (required).
• Default values:
  • Default invoice layout
  • Default price list
  • Sending method:
    • Email
    • Postal
    • Peppol.
• Phone and e-mail:
  • Phone (work)
  • Email (work)
  • Website
    It is important to fill in this field because it is also used for automatic recognition of invoices in Yuki.

Capture not directly address-related data

To capture non-direct address-related data with this company, click on the More fields button. Then select one or more of the fields described below that you want to add to this company. 

Postal address

When creating a sales invoice, this address (street, zip code and city), if entered, will be used.

Heading

For a contact in Yuki, this field allows you to enter a salutation to be used in sales invoices sent from Yuki. By default, ‘Dear Sir/Madam’ is used.

Printer label

In this field, you enter the name to be printed on the label.

Project

Select the project to which this company should be linked here. A project contains various items such as tasks, appointments, contacts, documents and e-mail associated with a subject or a file.

Tags

A ‘tag’ that can be placed on the contact, making it easy to find in Yuki. A tag can also be used to create a mailing list.

Comments

All other important data of the company can be recorded in this field.

After you have entered all the company details, click on the Save button which saves the company as a contact in Yuki's address book.