Atlassian uses cookies to improve your browsing experience, perform analytics and research, and conduct advertising. Accept all cookies to indicate that you agree to our use of cookies on your device. Atlassian cookies and tracking notice, (opens new window)
/
Can i send a manual reminder to a customer?
Updated Nov 08, 2024

    Can i send a manual reminder to a customer?

    You can send an instant email reminder to your customer by search for and selecting your customer's invoice.
    ​
    Click 'Prepare instant reminder':

    The instant reminder uses the Reminder 1 default template and you have the option to amend the template for this specific email.

    When you are happy with the template, click the Preview & Send tab:

     

    You will see an option to send a preview to your email address or send directly to your customer. Click 'Send Reminder Now'.

    Manual reminders and statements are recorded in the Sent box along with the automated emails.

    Teams
    , (opens new window)
    Satago Customer Support
    Results will update as you type.
    • Getting Started
    • Credit Control
      • Setting Up
      • Using Credit Control
        • How to update customer email addresses and manage reminder recipients
        • How many emails will my customer receive per day?
        • How can I preview Reminders before they get sent?
        • How do I add an escalation contact in Satago?
        • How can I reply to my customers?
        • How can I send emails to a new contact?
        • How to send an instant statement to a customer
        • Can I set myself a notification to complete a task?
        • Can I find out if the Reminder/Statement/Thank You email was opened?
        • How do I find custom templates that I have setup for individual customers?
        • Why are the reminders showing incorrect invoice due dates?
        • How do i turn off Reminder 1 for all customers?
        • Can i send a manual reminder to a customer?
        • FAQ - SMS Reminders
      • 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
    You‘re viewing this with anonymous access, so some content might be blocked.
    {"serverDuration": 28, "requestCorrelationId": "d6cd7c4a9f704f9398b86054e8788cbe"}