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Credit Control
Updated Sept 20, 2024

    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
      • 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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