Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
To create and send manual reminders, you must enter the required settings on the Manual reminders and Layouts (text and formatting of letters) tabs.
All captured settings such as the settings of your manual reminders are grouped and categorized in one place in 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 click on the Manual reminders tab.
The following screen is opened:
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 reminder, you can still change the default layout.
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