Reminder settings

Modified on Thu, 16 Oct at 1:20 PM

Disclaimer

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

To send reminders or demands for payment, you must first check and, if necessary, update the settings for reminders.

To manually create and send reminders, you must enter the desired settings on the Manual reminders and Layouts (text and formatting of letters) tabs.

For a detailed description of manually sending reminders, see article Manually send reminder or demand for payment (in bulk) by email.

To create and send reminders automatically, you need to activate and set up Yuki's Reminder and demand for payment service.

For a detailed description, see article Reminder and demand for payment service (automated reminders).

Click on the video to watch “Yuki Reminders”!

All captured settings such as your reminder settings are grouped and categorized in one place in your domain.

Open the settings of your domain by clicking on the Settings icon in the navigation bar and then click on Reminder settings in the now-opened screen.

The following screen is opened:

TIP!

Only if Yuki's reminder and demand for payment service is activated (automatic sending of reminders), settings on the Automated reminders and Blocked contacts (no reminders) tabs should also be defined.

Manual reminders

On this tab you define settings for reminders that are sent manually.

Sending method

How you wish to send reminders:

by e-mail
by postal mail.

Default layout

Which letter (layout) should be sent by default:

Automatic reminder: level 1 (Payment notification)
Automatic reminder: level 2 (Reminder)
Automatic reminder: level 3 (Demand for payment)
Automatic reminder: level 4 (Formal notice).

Before you actually send a reminder or demand for payment, you can still change the default layout.

Layouts

On this tab you can change the layout (text and formatting) of existing letters or create new letters by clicking on the New layout button.

To re-create default layouts after deleting them click on the Regenerate default layouts button.