Create reminder layout in foreign language

Disclaimer

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

In Yuki, it's possible to create English, French, or German sales invoices and reminders, and then send them manually or automatically to your customers.

To create a reminder or demand in a foreign language, you need to follow these steps:

• create English, French, or German reminder layout: 
  • per level: payment notification (1), reminder (2), demand for payment (3), and formal notice (4)
  • by payment method: direct debit, no direct debit, or both
• Translate the 'Salutation' field in the contact (if the placeholder [heading] is used in the text of a letter and/or email).

Below is a description of how to create a reminder layout in a foreign language.

All saved settings, including reminder layout settings, are brought together and categorized in one place within your domain.

Open your domain settings by clicking on the Settings icon in the navigation bar.

In the now-opened screen, click on Reminder settings and then on the Layouts tab.

To create a new reminder layout in English, French, or German, click on the New layout button in the top left corner of your screen.

If you have removed the default layout from one or more reminder levels, you can always regenerate it (in the language you have set as a user under 'Personal Preferences') by clicking on the Regenerate default layouts button.

In the now-opened screen, you enter the settings for the English, French, or German reminder layout in the General and Settings sections.

Description

Give your layout a recognizable description. When you leave this field blank, Yuki will automatically fill in the following description: 'Automated reminder, level 1', or 'rappel automatique, niveau 1'.

Administration

Indicate for which administration the layout is intended (if you have more than one administration).

Language

It is possible to choose a reminder or demand for payment in English, French, or German for Dutch domains.

Reminder level for automated reminders:

• 1 - Payment notification
• 2 - Reminder
• 3 - Demand for payment
• 4 - Formal notice.

Use this layout for direct debit or non-direct debit?

• Both
• Direct debit
• Non-automatic direct debit.

TIP!

Make sure you have created a layout in English, French, or German for each payment method for your invoices per reminder level.

TO AUTOMATICALLY RETRIEVE THE SUBJECT AND TEXT OF THE LETTER AND EMAIL IN THE SELECTED LANGUAGE, CLICK ON THE 'DEFAULT' BUTTON.

This way, you can quickly create the default reminder layouts for all languages!

After setting any other settings for this reminder layout, click on the Save button.

When a reminder layout has already been created with the same language, reminder level, and payment method, the following message appears:

To view a screen preview of the new reminder layout, click on the Screen preview button.

The created English, French, and/or German reminder layout now appears in the list of selectable reminder layouts on the 'Layouts' tab.