Draft contracts

Disclaimer

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

In Yuki, you can view an overview of all draft contracts created whose recurring invoices cannot or should not yet be sent to your customers.

The settings within a draft contract are not yet final. Therefore, no recurring invoices are prepared by Yuki yet.

These draft contracts can still be changed and saved again.

All draft contracts can also be found in the Sales folder, on the Contracts tab in the Archive.

Change draft contract details

A draft contract can still be changed and saved again.

Access to Draft contracts

To access:

• click on the Sales icon in the navigation bar
• click on Contracts
• then, in the now-opened screen, select the Drafts overview from the dropdown menu.

Drafts contracts overview

On this screen, you can see the details of all draft contracts for which recurring invoices cannot yet be sent to your customers.

AVAILABLE USER ACTIONS

From this overview, a user can:

• change a draft contract
• complete one or more draft contracts (with option to generate first invoice immediately)
• view the contract details
• view the contact
• delete one or more draft contracts.
  
  

Change draft contract

To change a draft contract:

• click on the subject of the draft contract you want to change before you complete it, for example.
  
  The following screen is opened:
  
  
  
• change the details of the draft contract
• click on the Save as draft button to save the draft contract again as a draft contrac (in overview 'Drafts' overview)
  
  OR
  
  
• click on the Complete button or be complete the draft contract (in 'Current contracts' or 'Future contracts' overview).
  
  

Complete draft contracts

To complete a draft contract:

• select the draft contracts that you want to complete
• then click on Complete at the top of the screen.
  
  
  The following message appears on your screen:
  
  

The contracts disappear from the ‘Drafts’ overview and end up in the ‘Current contracts’ or ‘Future contracts’ overview depending on the contract start date entered.

Complete one draft contract

To complete one draft contract:

• hover your mouse over the line of the corresponding contract
• then click on the Complete button.
  
  

The draft contract is completed immediately and appears in the ‘Current contracts’ or ‘ Future contracts’ overview.

Generate first invoice immediately

You can also immediately generate the first invoice of the series of recurring invoices when completing the contract.

For a detailed description see article Generate first invoice immediately (via contract).

View contract details

To view the contract details:

• click on the subject of the document
  
  OR
  
  
• hover your mouse over the line of the corresponding contract
• click on the button with the three dots
• then select View contract details from the dropdown menu.
  
  

In the now-opened screen, the contract can be changed and then saved as a draft contract or completed.

View contact

To view the contact of a contract:

• hover your mouse over the line of the corresponding contract
• click on the button with the three dots
• then select View contact from the dropdown menu.
  
  

The contact card of the corresponding contact will now open.

Delete draft contracts

To delete draft contracts:

• select the draft contracts you want to delete from your administration
• then click on the Delete button at the top of the screen.
  
  
  The following message appears on your screen:
  
  
  
• click on the Delete button to actually delete the selected contracts.

Delete one draft contract

To delete one draft contract:

• hover your mouse over the line of that contract
• click on the button with the three dots
• then select Delete from the dropdown menu.