Block customer from receiving automated reminders and demands for payment

Disclaimer

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

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.
• view test report.

You can block one or more customers from receiving automatically sent reminders or demands for payment in two places in Yuki:

• click on the Settings icon in the navigation bar. In the now-opened screen, click on Reminder settings and then click on the Blocked contacts tab
• hover your mouse over the Contacts icon in the navigation bar and then click on Contacts. Find and open the customer's contact card and then click on the Tools tab. 

TIP!

On the ‘Blocked contacts’ tab you can also see which customers are currently blocked. You can also unblock them there.

Block customer via 'Blocked contacts' tab (Reminder settings)

The Blocked contacts tab shows all contacts that are currently blocked from receiving automatically sent reminders or demands for payment.

To unblock a contact, select the box of the contact(s) you want to unblock and then click on the Unblock contacts button. 

To block contacts, click on the Block contacts button. The following screen is opened:

Here, locate and select the box of the contact(s) you want to block and then click on the Select contacts button. The selected contacts are now blocked from receiving automatically sent reminders or demands for payment. 

Block customer via contact card

To block a customer from receiving automatic reminders or demands for payment go through the following steps: in the opened contact card, click on the Tools tab and then select the box behind Disable automated reminders.

Click on the Save button.