Subject and text of email (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 email.

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.

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

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.

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

ATTTENTION!

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

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.