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. |
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
- click on the Automated reminders tab
- at the bottom left of your screen, then click on View test report.
TIP!
In the Sending report and Send report to fields, you can specify which user should receive this report by e-mail daily or weekly.
This user will also receive the report as a notification in the PO Box.
All sent reports can also be found in the Sales folder on the Reminders tab.
By clicking on > in front of an overview you can view them:
Monitoring by Yuki
Every day, Yuki checks which outstanding sales invoices require a letter to be sent. Yuki then automatically selects which letter (reminder or demand for payment) is applicable, creates the letter and sends it by email.
The following are checked daily by Yuki before an automatic reminder or demand for payment is sent:
- Is the administration sufficiently updated?
- The bank must not be older than 14 days
- All customer payments must be matched.
- Does the customer have an email address?
- Is the customer blocked from receiving automatically sent letters?
- Is the invoice too old (older than 90 days when activating Yuki service)?
- Has a manual or automatic reminder or demand for payment already been sent for the invoice in the last 7 days?
- Is the invoice in the overview ‘To be collected’, ‘Payments in transit’ or ‘Reversals’?
- Was the invoice created after the due date (post factum)?
The result of this check can be viewed in the test report at any time.
The selection criteria and sections of the test report are described below.
Test report selection criteria and sections
Test report selection criteria
'Refresh' button
Click on this button when you have changed the control date, the data shown in the report will be 'refreshed'.
Check date
Enter the date of the check to be performed here.
Invoice date
Show all outstanding invoices with an invoice date in the selected month, quarter, half year, year or all years.
Entries
Show only the valid invoices, valid reminders or all entries.
Invoice reasons
Show all invoices or only the non-valid invoices with the selected cause (criteria).
Reminder reasons
Show all reminders or only the not sent reminders with the selected cause (criteria).
When there are outstanding invoices in the administration that are eligible for automatically generated letters, but which are not shown in the test report based on the current selection criteria, the following message will appear on your screen:
You should change the current selection criteria, if required.
Test report sections
The report is divided into five sections:
- Summary:
- total number of outstanding sales invoices
- total number of valid invoices
- total number of valid reminders.
- Reasons of not selected invoices (based on control date):
- Too old
- A manual or automatic reminder or demand for payment was sent in the last 7 days
- In the list 'To be collected', 'Payments in transit' or 'Reversal'
- Created after due date (post factum).
- Reasons for unsent reminders:
- Customer does not have an email address
- Customer is blocked from receiving automatically sent letters.
- Reminders that will be sent
To view and, if required, change a sales invoice, click on > in front of that invoice. - Reminders that will not be sent (grouped by cause)
To view and, if required, change a sales invoice, click > in front of the invoice in question.
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