Subject and text content of letter (reminder layout)

Disclaimer

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

The following reminder layout settings can be entered:

• General
• Settings
• Subject and text content of letter
• Page layout (footer)
• Page settings
• Paper settings
• Address positioning
• Logo positioning
• Subject and text of mail.

All captured settings such as reminder layout settings, among others, 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 Layouts tab.

To change an existing reminder layout, click on > in front of the description of the corresponding reminder layout. 

To create a new reminder layout click on the New layout button at the top of your screen.

Subject

The subject is printed directly above the letter text. You can also leave the subject blank. You can also work with placeholders in the subject line.

Text content

Per layout you can adjust the text of the letter to the situation. For example, you can start with a very friendly text for your first reminder and make the text more urgent and formal the longer the invoice is outstanding. When formatting the text, pay attention to whether or not you include a copy of the invoice as standard. If you do not, you must include the details of the invoice in the text of the letter (and possibly also in the text of the e-mail). You do this by using so-called placeholders. These are references to, among other things, details of the invoice.