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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Let's get set up.
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.
Step-by-Step Guide
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1. Access Credit Control.
Go to the navigation menu and select Credit Control > Credit Control Centre.
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Follow the 3 step guide to set up your credit control.
The centre also provides details on group settings and message schedules.
2. Set Up Customer Groups
Go to Credit Control > Group Configuration.
Click Create New Group.
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Name your group (e.g., “Test2”). You can copy settings from any existing group.
Click Create.
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3. Assigns customers to groups.
On the group configuration page, you can use the dropdown “Select group” to view the number of customers and group settings for each group created.
Here you can see ‘Test 2’ has 0 customers. To add customers to this group, click on Manage group.
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Select the customers you wish to add to the group.
Click Move to [Your Group Name].
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Customers can be moved back to the Default group or any other group at any time.
4. Set Up Reminder Emails
Go to Credit Control > Group Configuration.
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A good place to start is Reminder Emails. You can set these up to automatically send payment reminders to your customers.
Click on
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Templates
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to
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customise your messages.
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Choose how many days before or after the due date each reminder email is sent.
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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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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.
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Once you've finished making your changes,
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preview your
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customised emails before saving.
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Create and customise multiple templates to create the best schedule and content for your business and customers.
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If you don't want to include one of the emails in your payment reminder schedule,
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easily disable
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any reminder email by unchecking
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the relevant box.
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After editing, make sure
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to save
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your templates.
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13.
5. 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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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 want to automatically send out emails to all your customers. With Satago, you can create Customer Groups. To do this, start by going back to the main Credit Control Settings page.
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16. Then, click on 'Create new group'.
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17. You can name you group here.
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18. You also have the option to copy across customer lists from other groups.
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19. Then, click 'Create'.
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20. You can see that our group currently has 0 customers. You can add customers by clicking here.
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21. 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 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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27. )
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6. Manage Group Email Schedules
How do I disable reminders and emails for a customer group?
Go to Credit Control > Group Configuration and select the group you wish to manage.
Under templates, for the specific email type you wish to disable emails click the bell icon to disable all reminders for that group.
You can also disable Statements and Thank You emails using the bell icon in their respective boxes.
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Once disabled, the display will show ‘emails are disabled.’
How do I check if emails are disabled for the group?
When you view your group under Credit Control > Settings, you should see that each template is disabled. Customers in this group will not receive any automated emails
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7. Enable Automated Emails
All automated emails remain disabled until you enable them from the credit control centre page. Enable each type of email you want to send.
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8. Customise Send Schedules
Set the day and time for emails to be sent.
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View existing schedules and see which groups they apply to.
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Change the name, days, or time of a schedule.
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Delay all reminders until a specific date or delete a schedule.
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To assign a schedule to a group, click the group name to return to the configuration page.
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9. Additional Settings
How do I update the email used for automated messages?
If you need to change the mailbox used for sending automated messages (for example, if your domain has changed or you connected the wrong mailbox):
Disconnect the current mailbox by clicking the red Disconnect button.
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Click Your Domain and enter the new mailbox email address.
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Select your mailbox provider and log in to authorise Satago.
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Follow the prompts to enter your password and authorise Satago.
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Troubleshooting: If you see a permissions error, contact your IT team to complete the integration.
How do I add or update my company logo in emails?
Upload your company logo in the Additional Settings page to include it in all emails sent to your customers.
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Can I CC someone on all outgoing emails?
Yes. Use the Always CC option to select a user from the dropdown list who will be copied on all outgoing emails.
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How do I edit the email footer?
You can add or update the email footer at any time. The footer appears at the bottom of every invoice reminder, statement, and “Thank You” email.
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SMS
How do I change the SMS sender name?
By default, your SMS sender name is your organisation’s name (shortened to 11 characters). You can update this in your SMS template at any time.
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How do I buy more SMS credits?
You can purchase SMS credits at any time, whether you’ve run out, the feature isn’t included in your subscription, or you’re on a trial.
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Others
On the “Others” tab, you can:
Set a minimum amount for reminders.
Apply late payment fees.
Define the default treatment for new customers.
Look for the question mark icons for additional guidance on each feature.
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10. Set up SatagoPay - Embedded Payment Links
For users on our Premium plans or higher, you also have the ability to integrate Satago with your own email account. This will allow you to send emails from your own, familiar email domainscan embed payment links to your reminders to give your customers the ability to pay instantly.
If you
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28. To integrate your email, click on 'Your Domain'.
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29. Input your email here, and authenticate through your email domain provider.
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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