Credit Control

Videos and FAQs to help you get the best out of Satago Credit Control

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21 articles in this collection
Written by Sharon Coleman, Peter Thomsen, and Emily Miles

Setting Up

How do I update incomplete customer details?

Written by Sharon Coleman
Updated over a week ago

How do I connect my own email domain?

Written by Sharon Coleman
Updated over a week ago

How do I customise my reminder templates?

Written by Sharon Coleman
Updated over a week ago

How do I customise my statement templates?

Written by Sharon Coleman
Updated over a week ago

How do I customise my "Thank You" emails?

Written by Peter Thomsen
Updated over a week ago

How else can I customise my credit control?

Written by Sharon Coleman
Updated over a week ago

How do I customise my sending schedules?

Written by Sharon Coleman
Updated over a week ago

How do I customise my Satago email domain?

Written by Sharon Coleman
Updated over a week ago

How do I enable automatic email reminders?

Written by Sharon Coleman
Updated over a week ago

How do I disable reminders for certain customers?

Written by Sharon Coleman
Updated over a week ago

How do I disable reminders for specific invoices?

Written by Sharon Coleman
Updated over a week ago

How do I set up customer groups?

Written by Sharon Coleman
Updated over a week ago

Using Credit Control

How can I preview Reminders before they get sent?

Written by Emily Miles
Updated over a week ago

How many emails will my customer receive per day?

Written by Emily Miles
Updated over a week ago

What happens when I turn Reminders on for the first time?

Written by Emily Miles
Updated over a week ago

Can I find out if the Reminder/Statement/Thank You email was opened?

Written by Emily Miles
Updated over a week ago

Credit Control Enhancements April 2022

Overview of changes made to Credit Control in your Satago app

Written by Emily Miles
Updated over a week ago

Creating sending schedules for customers and customer groups

Sending schedules allow you to choose when your customers receive automated reminder, statement and thank you emails

Written by Sharon Coleman
Updated over a week ago

How do I find custom templates that I have setup for individual customers?

Written by Emily Miles
Updated over a week ago

Mailbox Intregration

Can I send automated email reminders from my own email account?

Written by Emily Miles
Updated over a week ago

Mailbox Integration

Written by Emily Miles
Updated over a week ago