Add additional information 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 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.