Credit Control Set Up Guide - User Manual for Credit Control
Satago’s automated Credit Control feature helps you save time and get paid faster by sending automated payment reminders and acknowledgement emails to your customers. This guide will walk you through setting up Credit Control, customising your reminder schedule, and managing customer groups, so you can make the most of Satago’s automation tools.
Step-by-Step Guide
1. Access Credit Control Settings
Go to the navigation menu and select Credit Control.
2. Open Settings
Click on Settings to access your Credit Control configuration.
3. Review Your Credit Control Status
If Credit Control is not yet enabled, no emails will be sent to your customers until you activate the feature.
4. Set Up Reminder Emails
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 customise your messages.
5. Customise Your Reminder Schedule
Choose how many days before or after the due date each reminder email is sent.
6. Adjust Reference Points
If you prefer not to use the payment due date, you can change the reference point here.
7. Edit Email Templates
You can change the content of each of your templates here too. This includes dynamic Snippets, which is the information that will automatically update for each email sent out. Learn more about Snippets.
8. Preview Your Emails
Once you've finished making your changes, preview your customised emails before saving.
9. Manage Multiple Templates
Create and customise multiple templates to create the best schedule and content for your business and customers.
10. Enable or Disable Templates
If you don't want to include one of the emails in your payment reminder schedule, easily disable any reminder email by unchecking the relevant box.
11. Save Your Changes
After editing, make sure to save your templates.
12. Set Up Customer Statements
Satago's Credit Control service also enables you to send out Statements to your customers summarising all open invoices. Edit statement templates under the Monthly/Weekly Statements tab.
13. Schedule Statement Emails
Choose when statements are sent to your customers. (These templates can be customised in the same way you would for reminder emails.)
14. Create Customer Groups
If you don’t want to send emails to all customers, create groups from the main Credit Control Settings page.
To do this, start by going back to the main Credit Control Settings page.
Then, click on 'Manage group'.
15. Add Customers to Groups
Name your group, copy customer lists if needed, and add customers.
You can name you group here.
You also have the option to copy across customer lists from other groups.
Then, click 'Create'.
You can see that our group currently has 0 customers. You can add customers by clicking here.
Select the customers that you would like to move across to your new group.
16. Manage Group Email Schedules
If you create a group and only want to send out reminder emails to that specific group, you will need to go in to the default group and disable all reminders by clicking on the bell icon.
17. Enable Automated Emails
All automated emails remain disabled until you enable them from the main settings page.
18. Enable Email Types
Enable each type of email you want to send.
19. Additional Settings
Customise your email templates further in the Additional Settings tab.
Upload your company logo and edit email footers.
20. Customise Send Schedules
Set the day and time for emails to be sent.
21. Integrate Your Email Account (Premium Feature)
For users on our Premium plans or higher, you can integrate Satago with their own email account to send emails from their domain.
If you are interested in upgrading your account to access this feature (and many more!), get in touch at sales@satago.com
22. Set Up Email Integration
Click on Your Domain
Enter your email, and authenticate through your provider.
23. Set up SatagoPay - Embedded Payment Links
For users on our Premium plans or higher, you can embed payment links to your reminders to give your customers the ability to pay instantly.
If you want to set up embedded payment links, register your interest for SatagoPay.
Once you setup SatagoPay, you can add the payment links as a Snippet to your reminders.
Who can I contact for help?
If you are still experiencing issues or have questions about your account, please reach out to our customer success team via the Satago Help Centre