Credit Control Set Up Guide

Satago's automated Credit Control feature allows you to set up automated payment reminder and acknowledgement emails, saving you hours of admin time chasing outstanding invoices and helping you get paid faster.

To set up your credit control, start by selecting 'Credit Control' from the navigation menu

Click on 'Settings

This is your Credit Control settings page.

If you haven't set up your Credit Controls yet, you'll notice that these are currently disabled. No emails will go out to your customers unless you choose to enable these options.

Let's get set up.

A good place to start is Reminder Emails. You can set these up to automatically send payment reminders to your customers. Click on 'Templates' to begin customising these messages.

You can set your own reminder schedule, including how many days before or after the due date each email is sent.

If you don't want to use the payment due date as your reference point, you also have the option to change it here.

You can change the content of each of your templates here too. This includes Snippets, which is the information that will automatically update for each email sent out. If you want to know more about Snippets, you can find this on our Help page here

Once you've finished making your changes, you can preview your email here.

10. You have the option to customise multiple templates to create the best schedule and content for your business and customers.

11. If you don't want to include one of the emails in your payment reminder schedule, you can easily disable it by unchecking this box.

12. Once you've finished making the changes to your template, make sure you save them here.

13. Satago's Credit Control service also enables you to send out Statements to your customers. This is a summary of all open invoices that your customer has outstanding. To edit your Monthly/Weekly Statements templates, navigate to this tab.

14. You can choose when these statements will be sent out to your customers here.

These templates can be customised in the same way you would for reminder emails.

15. You may not want to automatically send out emails to all your customers. With Satago, you can create Customer Groups. To do this, start by going back to the main Credit Control Settings page.

16. Then, click on 'Create new group'.

17. You can name you group here.

18. You also have the option to copy across customer lists from other groups.

19. Then, click 'Create'.

20. You can see that our group currently has 0 customers. You can add customers by clicking here.

21. Select the customers that you would like to move across to your new group.

22. Don't forget, all automated emails will be disabled until you choose to enable them from the main Credit Control settings page.

23. You can enable each of the different email types here.

24. You can customise your email templates even further in the 'Additional Settings' tab.

25. Here, you can upload your own Company Logo and customise your email footers.

26. You can also customise your send schedules, including the day and time emails are sent out.

27. For users on our Premium plans or higher, you also have the ability to integrate Satago with your own email account. This will allow you to send emails from your own, familiar email domains.

If you are interested in upgrading your account to access this feature (and many more!), get in touch at sales@satago.com

28. To integrate your email, click on 'Your Domain'.

29. Input your email here, and authenticate through your email domain provider.