Page layout reminder layout (footer)

Modified on Fri, 5 Dec at 12:20 PM

Disclaimer

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

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 settings

All settings for your reminder layouts are centralized within your domain and divided into logical categories.

To access these settings:

click on the Settings icon in the navigation bar
click on Reminder settings in the now-opened screen
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.

Set page layout

The page layout options allow you to customize the text printed directly below the letter text. This provides an excellent opportunity to give customers important payment instructions or other notices.

On the reminder we distinguish 3 sections:

The letter text block

This again consists of two sections:

the letterhead (customer data)
the letter text (with the columns).

Page footer

This block is always printed at the very bottom of the page. You can use this for listing company information etc. if it is not already on your stationary.