Subject and text of email (reminder layout)

Modified on Fri, 5 Dec at 12:24 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 email subject and text

You can personalize the e-mail in which you send reminders by customizing the subject and text of the email.

If you decide to send reminders by e-mail, you can also customize the subject and text of the e-mail here.

Use of placeholders

In the text and in the subject you can also include variable data (called placeholders). Those placeholders are always enclosed in square brackets and have specific names.

ATTENTION!

The placeholder [PublicLink] cannot be used in the subject or text of the email.

Example placeholder

The value of the placeholder [Heading] is automatically retrieved from the Header field on the Tools tab of the customer's contact card.

Heading person

Heading company

For a detailed description of the placeholders you can use in your reminders or demands of payment, see article Use placeholders in reminders and demands for payment.