Reasons blocking automatic sending of reminders and demands for payment

To make sure that Yuki automatically sends letters (reminders and demands for payment) to your customers, the following things need to be taken care of:

• activate reminder and demand for payment service 
• set up reminder and demand for payment service (including defining deadlines for payment notification, reminder, demand for payment and formal notice) 
• check and adjust text and reminder layouts of letters (reminder or demand for payment)
• block automatic sending of reminders and demands for payment:
  • reasons blocking automatic sending of reminders and demands for payments
  • block customer from receiving automated reminders and demands for payments.
• check test report.

Reasons for blocking

• The customer does not have an email address.
• The customer is blocked from receiving automatically sent letters.
• The invoice is too old. Invoices that are already older than 90 days when the reminder and demand for payment service is activated are skipped.
• The invoice is in the overview ‘To be collected’.
• The invoice is in the ‘Payments in transit’ overview.
• The invoice is in the overview ‘Reverted’.
• A manual or automatic reminder has already been sent for the invoice within the last seven days.
• The invoice has been created post factum. This means that the date the invoice was created is after the due date.