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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.

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    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?
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