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 the additional information that can be added to a recurring invoice.
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.
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