Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
The Yuki reminder and demand for payment service helps you receive your money from your customers faster. Through a well-timed and careful process of reminders and demands for payments, your invoices are brought to your customers' attention more often in a customer-friendly way. The dunning process is largely monitored and automated by Yuki and requires no direct user actions.
This service also allows you to block automatic sending of reminders and demands for payment letters to one or more customers.
To make sure that Yuki automatically sends letters (reminders and demands for payment) to your customers, the following things need to be taken care of:
You can see at any time in a test report which reminders have been sent automatically or are about to be sent. For a detailed description see article Check reminder and demand for payment service report. |
Only a user with the ‘Management’ role can activate and also stop this service.
Access to Reminder and demand for payment service
All settings for the reminder and demand for payment service are centralized within your domain and divided into logical categories.
To access these settings:
- click on the Settings icon in the navigation bar
- in the now-opened screen click on Reminder settings
- then click on the Automated reminders tab.
Prepare and activate reminder and demand for payment service
Step 1. Click on the More info button to agree to Yuki's terms and conditions. The following screen is opened:
Step 2. Select the box I agree to the terms and conditions of this Yuki service and then click on the Activate this service button.
The following screen is opened:
Step 3. Click on the OK button to confirm activation of this service.
The following screen is opened:
Prepare reminder and demand for payment service
The reminder and demand for payment service is still in standby mode. That means you can make all the preparations but the letters (reminders and demands for payment letters) are not actually sent to your customers yet.
To complete the activation, you first need to carefully review and set up the following things:
- go through the settings
- check the texts and reminder layouts of the letters
- block the contacts that should be excluded from the debt collection process.
IMPORTANT!
DO NOT START THIS SERVICE BEFORE YOU HAVE CAREFULLY GONE THROUGH THESE THREE STEPS!
Activate reminder and demand for payment service
Step 1. Click on the link to actually activate the service.
The following screen is opened:
Step 2. Select the box I have checked the settings and adjusted the layout and texts of the four letters. The reminder and demand for payment service can be started.
Step 3. Click on the Confirm button so you will be directed to the reminder settings.
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