Activate reminder and payment for demand service

Disclaimer

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

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:

• activate reminder and demand for payment service 
• set up reminder and demand for payment service (including defining deadlines for payment notification, reminder, demand for payment and formal notice) 
• check and adjust text and reminder layouts of letters (reminder or demand for payment)
• block automatic sending of reminders and demands for payment:
  • reasons blocking automatic sending of reminders and demands for payments
  • block customer from receiving automatic reminders and demands for payments.
• view test report.

All captured settings such as reminder and demand for payment service 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 Automated reminders tab.

The following describes how to set up the reminder and demand for payment service.

The folllowing screen is opened:

Click on More info. The following screen is opened:

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:

Click on the OK button to confirm activation of this service.

The following screen is opened:

The reminder and payment voor demand service is still in standby mode. That means you can make all the preparations but the letters (reminders and dunning 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 reminders process.

SO DO NOT START THIS SERVICE BEFORE YOU HAVE CAREFULLY GONE THROUGH THESE THREE STEPS!

Click on the link to actually activate the service.

The following screen is opened:

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.

Click on the Confirm button.

After confirming, you will be redirected to the reminder settings.