Go to Satago
All Collections
Credit Control
Credit Control
Videos and FAQs to help you get the best out of Satago Credit Control
P
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?
P
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?
Previewing email reminders before enabling automatic emails
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