Contracts (create and send recurring invoices)

Disclaimer

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

All contract functionality is located in the Sales functionality.

Recurring invoices are invoices that you need to create regularly for the same customer (such as a subscription, monthly rental, maintenance contract, etc.). With contracts, you can have your own digital recurirng sales invoices created and sent by post, by email or via Peppol in Yuki.

The Sales functionality is only available when a user with the ‘Management’ role has selected the Small, Medium, Large or Unlimited bundle through the Yuki Store in the domain.

How does it work?

You create a contract for a customer, set the contract start date and frequency of the recurring invoice, enter the invoice details, and then complete the contract. The recurring invoices are automatically prepared for sending based on the set periodic frequency.

For a detailed description, see article Create and send recurring invoice (via contract).

It is also possible to have an initial invoice generated immediately when a contract is created.

Convert processed/sent sales invoice to contract

For a sales invoice created in Yuki and already processed/sent, if required, a contract can be generated to then record the contract start date and recurring invoice properties for that customer.

Send recurring invoices automatically

If required, the recurring invoices can be sent automatically to your customers. Once sent, the invoices are immediately processed in the administration and placed in the appropriate folder.

End contract

For various reasons, a contract for a customer can be ended early. From then on, Yuki will no longer prepare recurring  invoices for sending.

For a detailed description, see article End contract of recurring invoice.

Access to Contracts

To access:

• click on the Sales icon in the navigation bar
• then, in the now-opened screen, click on Contracts.

Contracts overview

Prepare invoicing

To create sales invoices with Yuki, the following things need to be taken care of:

• Set up settings for sales invoices (including setting and changing invoice number)
• Create or change invoice layout (including creating digital invoice paper based on PDF)
• Add sales items
• Add sales item or new item price to price list.

For a detailed description of this preparation see article Create, send and handle sales invoice.

Dutch requirements for sales invoice

The recurring invoices sent to your customers must, of course, comply with Dutch requirements for sales invoices.

For a detailed description of these requirements, see article Dutch sales invoice requirements.