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The Customers page in Satago displays all customers imported from
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your connected accounting package.
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What can I do on the Customers page?
Filter customers:
Search by customer name.
View only active customers using the "Customers with open invoices" filter.
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See archived customers
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under the "Archived customers" filter.
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Filter by Customer Group.
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Manage email settings:
Enable or disable specific email types for each customer using the tickboxes on the right
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.
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Clicking on a customer's name will bring you to the customer's record with the following tabs:
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Invoices - Provides an overview of all open invoices for the selected customer, along with the option to display all of their historical invoices. It also includes a credit summary of the customer and the option to disable automated emails on the customer or invoice level.
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View customer details:
Click a customer’s name to open their record, which includes:
Invoices: Overview of all open and historical invoices, credit summary, and options to disable automated emails.
Conversations: View customer replies to automated emails, leave internal notes, and set self-reminders.
Contacts & Addresses
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: See and update contacts from your accounting package, set the Primary Contact (
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main recipient for
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reminders), and Escalation Contact (
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added to
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later reminders).
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Outbox & Sent
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: View scheduled and sent emails (reminders, statements, thank you emails).
Options: Access additional settings for credit control and risk insights.
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Need more help?
If you have questions or need assistance, please contact our customer success team via the Satago Help Centre.