Change frequency of recurring invoice

Modified on Tue, 15 Jul at 4:40 PM

Disclaimer

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


As long as you yourself have not yet generated the first invoice or Yuki has not yet prepared the first recurring invoice, all contract data (contract details, invoice details and invoice lines) except the contact can be changed, if necessary. 


For a detailed description of how to change contract details, see article Change contract of recurring invoice.


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


In that case, complete the following steps:

  • End the current contract (see article End contract of recurring invoice)
  • Create a new contract by opening the recurring invoice whose frequency you want to change and then clicking on the Generate contract button.


    All data from the recurring invoice contract will be carried over into the newly generated contract.

  • In the newly generated contract, set the correct frequency of the recurring invoice.
  • Save the new contract.


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