You can manage email frequency under Credit Control > Settings
Reminder templates
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& grouped reminders
Reminder templates 1 through 5 are enabled as default - each :
Any reminder template can be disabled by unticking ‘Enable this template’:
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If your customer is due to receive Reminder emails for two or more invoices on the same day (i.e. multiple invoices fall X days late on the same day), then instead of sending multiple separate Reminders, Satago will send one Grouped Reminder to the customer. By default, Grouped Reminders are switched ON.
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Grouped Thank You emails work in the same way as Grouped Reminders, except that Grouped Thank You emails will still be sent on the same day as a Statement.
Sending Schedules
By default, emails are sent Monday to Friday, however you could instruct the system to only send emails on a Monday - this would mean a reminder that is techincally due on a Thursday, the system will delay its reminder until Monday. If a customer is due reminders throughout the week relating to different invoices, the system will send a grouped reminder on the Monday (if grouped reminders are enabled).
Click the pencil icon to edit the schedule.
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