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Satago Customer Support
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  • Getting Started
  • Credit Control
    • Setting Up
      • Credit Control Set Up Guide - User Manual for Credit Control
      • What is a Snippet?
      • How do i remove the View Invoice link from Statements and Grouped Reminders?
      • How can I remove links to invoices in the reminder emails?
      • How can i remove links to invoices in the statement email?
      • How do i change the sender details at the end of reminder emails?
      • How to add credit notes to statements
      • How do I disable reminders for certain customers?
      • How do I disable reminders for specific invoices?
      • How do I enable automatic email reminders?
      • How do I customise my Satago email domain?
      • How do I connect my own email domain?
      • How can I change the connected mailbox to a new domain for sending emails from Satago?
      • How do I set up customer groups?
      • How else can I customise my credit control?
      • How do I customise my sending schedules?
      • How do I customise my statement templates?
      • How do I customise my reminder templates?
      • How do I update incomplete customer details?
      • How do I customise my "Thank You" emails?
      • Creating sending schedules for customers and customer groups
      • Mailbox Integration
      • Can I send automated email reminders from my own email account?
      • What happens when I turn Reminders on for the first time?
      • Can I group customers I do not wish to send reminders to?
    • Using Credit Control
    • What are Grouped Reminders and how are they different from Statements?
  • Risk Insights
  • Invoice Finance
  • Accounting Software Connections
  • Sage 50 Connection Help
  • Invoices & Payments
  • Managing your Account
  • Partnering with Satago
  • Privacy & Terms
  • About Satago
  • Modern Slavery Statement
    Calendars

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How do I update incomplete customer details?
Updated Sept 03, 2024

    How do I update incomplete customer details?

    https://player.vimeo.com/video/753854333

    To set up your automated payment reminders and monthly statements. Firstly, we want to make sure you have email addresses recorded for each customer in your accounting package. Satago will recognise if any of your customers are missing an email address and you can check this from your incomplete customers list.

    We recommend adding any missing email addresses to your accounting package, which will, in turn, update Satago on your next data sync.

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