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Credit Control
Credit Control

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

Sharon Coleman avatarPEmily Miles avatar
By Sharon and 2 others3 authors22 articles

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?
How to send an instant statement to a customer

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
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