Settings (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.

Include copy of invoice

Indicate whether you wish to include a copy of the invoice (advisory).

TIP!

If you haven't created invoices in the Sales functionality of Yuki, sending a copy of the invoice along with the reminder only works when sent by email. Adjust your text in the reminder accordingly.

Reminder level for automated reminders

• 1 - Payment notification
• 2 - Reminder
• 3 - Demand for payment
• 4 - Formal notice.

Use this layout for direct debit or not?

• Both
• Direct debit
• Not for direct debit.