Satago's Satago’s automated Credit Control feature allows you to set up automated payment reminder and acknowledgement emails, saving you hours of admin time chasing outstanding invoices and helping you get paid faster.
To set up your credit control, start by selecting 'Credit Control' from the navigation menu
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Click on 'Settings
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This is your Credit Control settings page.
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If you haven't set up your Credit Controls yet, you'll notice that these are currently disabled. No emails will go out to your customers unless you choose to enable these options.
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helps you save time and get paid faster by sending automated payment reminders and acknowledgement emails to your customers. This guide will walk you through setting up Credit Control, customising your reminder schedule, and managing customer groups, so you can make the most of Satago’s automation tools.
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Step-by-Step Guide
1. Access Credit Control Settings
Go to the navigation menu and select Credit Control.
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2. Open Settings
Click on Settings to access your Credit Control configuration.
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3. Review Your Credit Control Status
If Credit Control is not yet enabled, no emails will be sent to your customers until you activate the feature.
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4. Set Up Reminder Emails
A good place to start is Reminder Emails. You can set these up to automatically send payment reminders to your customers. Click on 'Templates' to begin customising these customise your messages.
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5. Customise Your Reminder Schedule
Choose how many days before or after the due date each reminder email is sent.
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6. Adjust Reference Points
If you
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prefer not to use the payment due date
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, you
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can change the reference point here.
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7. Edit Email Templates
You can change the content of each of your templates here too. This includes dynamic Snippets, which is the information that will automatically update for each email sent out. If you want to know Learn more about Snippets, you can find this on our Help page here
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8. Preview Your Emails
Once you've finished making your changes, you can preview your email herecustomised emails before saving.
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10. You have the option to
9. Manage Multiple Templates
Create and customise multiple templates to create the best schedule and content for your business and customers.
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10. Enable or Disable Templates
If you don't want to include one of the emails in your payment reminder schedule, you can easily disable it any reminder email by unchecking this the relevant box.
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12. Once you've finished making the changes to your template
11. Save Your Changes
After editing, make sure you to save them hereyour templates.
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12. Set Up Customer Statements
Satago's Credit Control service also enables you to send out Statements to your customers . This is a summary of summarising all open invoices that your customer has outstanding. To edit your . Edit statement templates under the Monthly/Weekly Statements templates, navigate to this tab.
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14. You can choose when these statements will be sent out
13. Schedule Statement Emails
Choose when statements are sent to your customers here. (These templates can be customised in the same way you would for reminder emails.)
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15. You may not
14. Create Customer Groups
If you don’t want to automatically send out emails to all your customers. With Satago, you can create Customer Groups. create groups from the main Credit Control Settings page.
To do this, start by going back to the main Credit Control Settings page.
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16. Then, click on 'Create new Manage group'.
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17.
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15. Add Customers to Groups
Name your group, copy customer lists if needed, and add customers.
You can name you group here.
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You also have the option to copy across customer lists from other groups.
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Then, click 'Create'.
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You can see that our group currently has 0 customers. You can add customers by clicking here.
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Select the customers that you would like to move across to your new group.
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22. Don't forget, all automated emails will be disabled until you choose to
16. Manage Group Email Schedules
If you create a group and only want to send out reminder emails to that specific group, you will need to go in to the default group and disable all reminders by clicking on the bell icon.
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17. Enable Automated Emails
All automated emails remain disabled until you enable them from the main Credit Control settings page.
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23. You can enable each of the different email types here.
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24. You can customise your email templates even further in the 'Additional Settings' tab.
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25. Here, you can upload your own Company Logo and customise your email footers.
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26. You can also customise your send schedules, including the day and time emails are sent out.
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18. Enable Email Types
Enable each type of email you want to send.
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19. Additional Settings
Customise your email templates further in the Additional Settings tab.
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Upload your company logo and edit email footers.
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20. Customise Send Schedules
Set the day and time for emails to be sent.
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21. Integrate Your Email Account (Premium Feature)
For users on our Premium plans or higher, you also have the ability to can integrate Satago with your their own email account . This will allow you to send emails from your own, familiar email domainstheir domain.
If you are interested in upgrading your account to access this feature (and many more!), get in touch at sales@satago.com
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28. To integrate your email, click on 'Your Domain'.
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22. Set Up Email Integration
Click on Your Domain
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Enter your email, and authenticate through your email domain provider.
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provider.
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23. Set up SatagoPay - Embedded Payment Links
For users on our Premium plans or higher, you can embed payment links to your reminders to give your customers the ability to pay instantly.
If you want to set up embedded payment links, register your interest for SatagoPay.
Once you setup SatagoPay, you can add the payment links as a Snippet to your reminders.
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Who can I contact for help?
If you are still experiencing issues or have questions about your account, please reach out to our customer success team via the Satago Help Centre