Add additional information to recurring invoice

Modified on Mon, 14 Jul at 11:45 AM

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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