Change contract of recurring invoice

Disclaimer

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

All data of a contract such as contract details, invoice details and invoice rules can be changed at any time if necessary. 

After saving the changes, the next recurring invoice will be prepared again by Yuki according to the contract settings entered at that time.

ATTENTION!

However, once you have manually generated a first recurring invoice or Yuki has prepared the first recurring invoice for you, the contact of a contract or the set frequency of the recurring invoice can no longer be changed.

For a detailed description see article Change frequency of recurring invoice.

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

The following screen is opened:

In the overview, click on the subject of the current contract you want to change and then click on the button with the three dots in the now-opened screen.

The following screen is opened:

Click on the Edit option and change the relevant data in the now-opened screen.

Clicking on the SAVE button saves the contract as a current contract again (in the 'Current contracts' overview).