Understanding the Options tab on the customer record

You can access a customer’s record by clicking their name in the Customers list (under Accounts > Customers) or by using the search function at the top right of the platform.

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What can I do in the Options tab?

• Prepare a statement: Send a manual statement to this customer at any time.

• Exclude from finance: If you use Invoice Finance, exclude certain customers from the Eligibility page. Only eligible invoices for selected customers will appear.

• Reminders, Statements, and Thank You emails: Untick any of these boxes to disable that email type for this customer.

• Finance Reminders: Controls automated emails for customers whose invoices are financed. Enabled by default for Invoice Finance users (can only be changed by Satago underwriters).

• Delay all reminders until: Delay all scheduled emails for this customer until your selected date.

• Reminders group: Shows which template group this customer is in. You can change the group if you have set up additional groups under Credit Control Settings.

• Email Forwarding: Enabled by default. Forwards customer replies to your sending email address.

• Default currency: Displays the currency used for this customer’s invoices (from your accounting package).

• Credit Limit: Shows the recommended credit limit from the credit bureau. You can set a custom limit if preferred.

• Archived customer: Indicates if the customer is archived in your accounting package.

• Override payment terms: Optionally override invoice payment terms for this customer.

• Customise late payment fees: Edit and customise late payment fee settings for this customer.

Need more help?

If you have questions or need assistance, please contact our customer success team via the Satago Help Centre.