Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
In Yuki, you can view a work list of all sales invoices that have not yet been paid or collected in full or in part within the set payment period.
The details of an overdue invoice can not be updated and saved again.
For these overdue sales invoices, a reminder or demand for payment can be sent manually or automatically from Yuki.
TIP!
Sending reminders or demands for payment automatically in Yuki can be done via:
- The Reminder and demand for payment service
- the API link with Outstanding24 (see https://www.yukisoftware.com/nl-nl/integraties/outstanding24/).
If an overdue invoice requires further enquiries or research, it is possible to block the sending of a reminder or demand for payment for the relevant invoice.
From this work list, a user can:
- change the reminder level of invoices
- manually send reminders or demands for payment (in bulk) (see article Manually send reminder or demand for payment (in bulk) by email)
- block reminders for invoices
- view the document
- view the contact
- (re)send the sales invoice via email.
TIPS!
- To check and/or change the settings of your reminders or demands for payment, click on the Settings icon in the navigation bar and then click on Reminder settings in the now-opened screen. Subsequently, open the Manual reminders or Layouts tab.
- The default 'By' and 'Status' columns show how sales invoices were sent and whether or not they were delivered.
Hover your mouse over the Sales icon in the navigation bar, click on Invoices and then select the Overdue Invoices work list from the drop-down menu in the now-opened screen.
The following screen is opened:
In this work list, you can use the so-called document viewer to:
- hide or show a screen preview of the document
- open the document in the browser
- download the document.
Click on the line of the relevant invoice and then on one of the buttons on the right of the screen:
Change reminder level of invoices
Select the invoices in the work list whose reminder level you want to change. Then click on Change reminder level at the top of the screen.
The following screen is opened:
Select one of the following available reminder levels:
- 0 - No reminder
- 1 - Payment notification
- 2 - Reminder
- 3 - Demand for payment
- 4 - Formal notice
- 5 - With debt collection agency
- 6 - With bailiff.
Then click on the Edit button.
The reminder level of all selected invoices is now changed.
Block reminders for invoices
Select the invoices in the work list for which sending a reminder or demand for payment should be blocked. Then click on Block reminders at the top of the screen.
The following screen is opened:
Add notes if required, then click on the Block button.
The following message appears on the screen:
The invoices disappear from the 'Overdue invoices' work list and reappear in the 'Blocked invoices' work list.
TIP!
To block the sending of a reminder or demand for payment for one invoice, hover over the line of the relevant invoice, click on the button with the three dots and select Block from the drop-down menu.
The invoice disappears from the 'Overdue invoices' work list and reappears in the 'Blocked invoices' work list.
View document
- Click on the subject of the document
OR - Hover your mouse over the line of the relevant invoice, click on the button with the three dots and then select View document from the drop-down menu.
In the now-opened screen, the overdue invoice can be changed, if necessary, or actions can be performed on the invoice.
View contact
Hover over the line of the relevant invoice, click on the button with the three dots and then select View contact from the dropdown menu.
The contact card of the contact is now opened.
(Re)send the sales invoice via email
Hover your mouse over the line of the relevant invoice, click on the button with the three dots and then select Send via email from the drop-down menu.
The following screen is opened:
Click on the Send button to actually (re)send the sales invoice.
The sending method in the 'By' column is then changed to 'Email'.
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