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Credit Control
Videos and FAQs to help you get the best out of Satago Credit Control
Setting Up
How do I update incomplete customer details?
How do I connect my own email domain?
How do I customise my reminder templates?
How do I customise my statement templates?
How do I customise my "Thank You" emails?
How else can I customise my credit control?
How do I customise my sending schedules?
How do I customise my Satago email domain?
How do I enable automatic email reminders?
How do I disable reminders for certain customers?
How do I disable reminders for specific invoices?
How do I set up customer groups?
Using Credit Control
How can I preview Reminders before they get sent?
How many emails will my customer receive per day?
What happens when I turn Reminders on for the first time?
Can I find out if the Reminder/Statement/Thank You email was opened?
Credit Control Enhancements April 2022
Overview of changes made to Credit Control in your Satago app
Creating sending schedules for customers and customer groups
How do I find custom templates that I have setup for individual customers?
Mailbox Intregration
Can I send automated email reminders from my own email account?
Mailbox Integration
