Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
The Yuki reminder and demand for payment service helps you receive your money from your customers faster. Through a well-timed and careful process of reminders and demands for payments, your invoices are brought to your customers' attention more often in a customer-friendly way. The dunning process is largely monitored and automated by Yuki and requires no direct user actions.
This service also allows you to block automatic sending of reminders and demands for payment letters to one or more customers.
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:
You can see at any time in a test report which reminders have been sent automatically or are about to be sent. For a detailed description see article Check reminder and demand for payment service report. |
Access to Reminder and demand for payment service
All settings for the Reminder and demand for payment service are centralized within your domain and divided into logical categories.
To access these settings:
- click on the Settings icon in the navigation bar
- in the now-opened screen click on Reminder settings
- then click on the Automated reminders 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.
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