Contracts (create and send recurring invoices)

Disclaimer

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

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 in Yuki.

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.

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

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.

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

In a work list and a number of overviews, you can view the status of all contracts created in an administration.

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.

All contract functionality is located in the updated Sales functionality.

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

ATTENTION!

All recurring invoices created in the old Sales can be manually converted to the new contracts at once. It is also possible to convert these recurring invoices to a contract one by one.

In the navigation bar, click on the Sales icon and then click on Contracts. The Contracts home screen is opened:

Prepare invoicing

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

• Define 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.

Contract billing (recurring invoice)

Once the above issues are taken care of, recurring invoices can be automatically created from Yuki via a contract and then sent to your customers by post, email or Peppol.

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

Of course, the recurring invoices sent to your customers must meet the Dutch requirements for sales invoices.

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

End contract of recurring invoice

At any time, a contract for a customer can be ended, which means that Yuki will no longer prepare recurring invoices in the administration.

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