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, Contracts tab in the Archive.

From this overview, a user can:

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

Hover your mouse over the Sales icon in the navigation bar, click on Contracts and then select the Drafts list from the drop-down menu in the now-opened screen.

The following screen is opened:

Change draft contract

In the overview, click on the subject of the draft contract you want to change before you complete it, for example. 

The following screen is opened:

After changing the data of the draft contract, it can be saved again as a draft contract by clicking on the button Save as draft (in overview 'Drafts') or be completed by clicking on the button Complete (in overview 'Current contracts' or 'Future contracts').

Complete draft contracts

Select the draft contracts in the overview that you want to complete. Then click on Complete at the top of the screen.

The following message will appear 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.

TIP!

To complete one contract, move your mouse over the line of the corresponding contract and 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

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

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

View contact

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

The contact card of the corresponding contact will now open.

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.

TIP!

To delete one contract, hover your mouse over the line of that contract, then click on the button with the three dots and then select Delete from the dropdown menu.