Use placeholders in reminders and demands for payment

Disclaimer

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

Placeholders are special codes you can use in reminder layouts to automatically fill in invoice or customer information. They are always enclosed in square brackets and are replaced with the relevant information in the subject and/or text of the email used to send the reminder or demand for payment.

Example:

• [InvoiceNumber] will be replaced with the actual invoice number.
• [Contact] will be the customer's name.
  
  

Placeholders in reminders and demands for payment

Below you will find an overview of the most commonly used placeholders and their meanings:

• [Heading]: for example: Dear John
• [PrintDate]: the date on which the reminder is created for example January 18, 2020
• [IssuerCompany]: the name of your company from which the invoice was sent
• [IssuerCompanyCity]: the city from which the invoice was sent
• [IssuerCompanyBankAccount]: your company's default bank account number
• [InvoiceSubject]: the subject of the invoice to which the reminder relates
• [InvoiceDate]: the date of the invoice to which the reminder relates
• [InvoiceDueDate]: the due date of the invoice to which the reminder relates e.g. '05-01-2020
• [InvoiceNumber]: the invoice number of the invoice to which the reminder relates
• [InvoiceAmount]: the total amount of the invoice to which the reminder relates
• ][InvoicePaidAmount]: the amount that has already been paid in the meantime
• [InvoiceOpenAmount]: the amount that has yet to be paid
• [InvoiceCompany]: the name of your company from which the reminder is being sent
• [InvoiceCompanyCity]: the city where your company is located
• [ContactFirstName]: first name of the customer's contact person
• [ContactLastName]: last name of the customer's contact person
• [ContactFullName]: full name of the customer's contact person
• [TodayLong]: today in long format for example 'Thursday, June 17, 2020
• [TodayShort]: today in short format for example '17-06-2020'.

TIP!

The Heading placeholder takes its value from the Heading field on the Extra tab of the customer's contact card. Here are some guidelines for headings:

For a company

The value in the 'Heading' field is always 'Dear Sir/Madam'.

For a person

• Only value in Last name field: Dear Mr. / Mrs. [last name]
  
  
  
• Also value selected in Gender field: Dear Mr. [last name] or Dear Mrs. [last name]
  
  
  
• Once value in First name field: Dear [first name]
  
  

Sample text for reminder

[Heading]

Thank you again for trusting us. I hope you are satisfied with our service.

On [InvoiceDate] we were allowed to send you an invoice for our work during last month. Its payment deadline will expire in a few days.

In light of our pleasant relationship, it would be an extra incentive for us if you could transfer the amount of the invoice, being [InvoiceAmount] euros, to us one of these days to account [IssuerCompanyBankAccount] in the name of [IssuerCompany].

To be on the safe side, we have enclosed a copy of the invoice. Should the invoice still give rise to questions, please contact us.

Sincerely,

[IssuerCompany]