Future contracts

Disclaimer

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

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

The settings of a future contract are not active at this time. Once the contract start date has passed, Yuki will start preparing recurring invoices according to the set frequency.

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

Access to Future contracts

To access:

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

Future contracts overview

On this screen, you can view the details of all future contracts.

AVAILABLE USER ACTIONS

From this view, a user can:

• immediately generate an invoice (as long as Yuki has not yet prepared the first invoice)
• view the contract details
• view the contact
• change a contract
  (see article Change contract of recurring invoice)
• delete a contract.
  
  

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. 

To generate an invoice immediately:

• click on the subject of the future contract for which you want to create a recurring 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

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 again.

View contact

To view the contact of the 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 is opened.

Delete contract

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

To delete a contract:

• click on the subject of the future contract you want to delete
• in the now-opened screen, click on the button with the three dots
  
  
  
• click on Delete from the dropdown menu.
  
  The following message appears on your screen:
  
  
  
• click on the Yes button to actually delete the future contract.