Current contracts

Disclaimer

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

In Yuki, you can view an overview of all current contracts.

The settings of a current contract are currently active. The start date of the contract has passed so Yuki will start preparing the recurring invoice according to the set frequency. The end date of the contract has not yet been reached.

From this overview, a user can:

• filter contracts (using 'Active on' filter and/or extended filter)
• turn auto processing of one or more invoices on or off
• immediately generate an invoice (as long as Yuki has not yet prepared the first invoice)
• view the contract details
• view the contactt
• change a contract (see article Change contract of recurring invoice)
• delete a contract.

Hover your mouse over the Sales icon in the navigation bar, click on Contracts, and then in the now-opened screen, select the Current contracts view from the dropdown menu.

The following screen is opened:

Filter contracts

'Active on' filter

By selecting a date in the filter behind Active on [Today's date], you can view the current contracts of a certain date in the past or in the future.

The contracts shown depend on the contract start date specified for each contract.

Extended filter

Use the extended filter by clicking on the filter button in the upper right corner of the search/filter bar.

Allows you to filter the contracts shown by:

• Start date (which is recorded with the contract details)
• End date (which is recorded with the contract details)
• Creation date (date the contract was created in Yuki).

Turn auto processing of invoices on or off

Select the current contracts in the work list for which you want to turn auto processing of the prepared recurring invoice on or off. Then click on Turn on auto processing or Turn off auto processing at the top of the screen.

TIP!

To turn autoprocessing of one prepared recurring invoice on or off, hover your mouse over the line of the corresponding contract, then click on the button with the three dots and then select Turn on auto processing or Turn off auto processing from the dropdown menu.

Generate invoice immediately

As long as no recurring sales invoice has been prepared by Yuki according to the set frequency, you can also generate an invoice immediately yourself. In the overview, click on the subject of the current contract for which you want to generate a periodic invoice.

The following screen is opened:

Click on the GENERATE INVOICE button.

For a detailed description of generating an invoice immediately, 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 changed and then saved again.

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  is now opened.

Delete contract

As long as a sales invoice has not yet been created, the current contract can still be deleted.

Click in the overview on the subject of the current contract you want to delete and then on the button with the three dots in the now-opened screen.

Click on Delete from the dropdown menu.

The following message will appear on your screen:

Click on the Yes button to actually delete the current contract.