Add additional information 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.

Additional information of contract

The following describes the additional information that can be added to a contract.

Click on Additional information to add this information, if necessary, The following screen is opened:

Order number

Enter the order number here.

Project

Select the project to which this recurirng sales invoice should be added.

Tags

If you specify a tag for the recurring sales invoices you create in Yuki, you can process these invoices by tag group. 

Create a new tag by entering the tag name. After entering it, click outside the field so that a new empty field automatically opens for entering a second new tag, etc.