General (reminder layout)

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

When setting up your reminder layout, several options are available that allow you to personalize the appearance of your reminders.

The layout determines what the reminder looks like, what data will be printed on it, where the address block will appear and what will appear in the accompanying mail.

The following reminder layout settings can be entered:

• General
  Includes the description and language of the reminder.
• Settings
  Settings for copy of invoice, reminder levels and use layout for direct debit. 
• Subject and text content of letter
  Set the subject and text of the letter.
• Page layout (footer)
  Settings for such things as letter footer.
• Page settings
  Determine the position of the data on the reminder and the font and/or font size. 
• Paper settings
  Choose the paper size and printing options.
• Address positioning
  Settings for the positioning of the address on the reminder.
• Logo positioning
  Determine the position of the logo (only relevant for printing on blank paper).
• Subject and text of email
  Set the subject and text of the email used to send reminders.

Each setting is described in detail in a separate article.

Access to General settings

To access:

• click on the Settings icon in the navigation bar
• in the now-opened screen, click on Reminder settings
• then click on the Layouts tab.
  
  

Create and change reminder layout

To change an existing reminder layout, click on the line of the corresponding reminder layout.

To create a new reminder layout click on the + New Layout button.

Details of general settings

Description

Give your layout a recognizable description.

Administration

Indicate for which administration the layout is intended (if you have more than one administration).

Language

It is possible in Dutch domains to choose a reminder in Dutch, English, French or German.