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)
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.
/
FAQ - SMS Reminders
Updated May 13

    FAQ - SMS Reminders

    Introducing the Satago’s SMS Reminder Service

    With our innovative SMS reminder service, you can effortlessly keep your clients informed about overdue invoices through timely text message notifications. This service is designed to enhance communication, ensuring that your clients never miss a payment deadline. By sending automated reminders directly to their mobile phones, you can improve cash flow by getting paid more quickly.

    Following the steps below you can setup SMS reminders.

    • 1 Setting up SMS reminders
    • 2 Creating Templates
    • 3 Reminder Status and Preview
    • 4 Inclusive Allowance on SMS Reminders

    Setting up SMS reminders

    When on the Satago task board select Credit Control > Settings > Additional Settings tab. Under the SMS Settings section, you can enable SMS reminders and set the sender name [E.g. Company Name]. Please note that SMS reminders can only be sent when invoice payment is overdue.

    image-20250221-151002 (3).png

    Creating Templates

    Let’s say you wanted to add in SMS messages to Reminder 4 in your Email Templates:

    Under Credit Control > Go into Settings > Reminder Emails > Reminder 4

    • To send SMS reminders, first enable it for that Reminder.

    CC3.png

     

    • You can use the default SMS template provided or create a bespoke one with a max of 160 characters.

    CC4.png

    • Each template can have up to 3 customisable snippets

    CC6.png

     

    • For bespoke templates, if the message contains more than 160 characters, the box will be highlighted in red and a warning displayed about excess characters. Once the template is amended to contain max. 160 characters, click the ‘Save’ button to save your message template.

    CC5.png

    • Once the changes are saved and the SMS configuration is saved. The SMS will be sent with the reminders, aligned with reminder schedule.

    Reminder Status and Preview

     

    Once the SMS configuration is saved, you can preview the SMS reminders.

    1. When on the Satago Portal > Under Credit control section > Sent - you can see the status of your SMS reminders.

      1. The reminders are categorised under [Created, Sent and Failed]

    The reminder column won’t be visible for client organisations with feature disabled. You can also use the filter toggle on the top right to show only the reminders sent with SMS. 

    Screenshot 2024-12-10 at 11.35.17-20241210-113537.png

    1. To view a copy of the SMS sent, click on ‘view email reminder’ from the ‘Status’ column for the specific company related reminder

    Screenshot 2024-12-10 at 11.33.56-20241210-113402 (1).png

    In the pop-up window, select SMS to view the reminder preview.

    Screenshot 2025-02-19 at 10.24.47.png

    Inclusive Allowance on SMS Reminders

    To view the Allowance and Usage of SMS reminders:

    1. When on the Satago Portal > Go to the Admin section > Organisation > Billing tab 

    Screenshot 2025-02-24 at 15.40.08.png

    1. You can also view this information under Credit control section > Settings > Additional Settings

    image-20250224-131425.png

    Once you have used all your SMS credit, they will receive a notification with an invitation to add credit. This information would also be available in the sections mentioned above.

    Screenshot 2024-12-10 at 11.47.10-20241210-114716.png

    And it will created a notification that the user can access through ‘new notifications’ on the top right of their taskboard

    Screenshot 2025-02-27 at 09.28.39.png

    If needed, you can also purchase additional SMS reminders. Select ‘Buy More SMS Credits’ to view the different package options available for your user profile and provide payment details to continue (if not saved to profile)

    • The updated SMS package and number of unused credits will be visible under Credit control section > Settings > Additional Settings

    Screenshot 2024-12-16 at 11.10.50.png

     

    The details of the additional SMS purchase will be visible under the Admin section > Organisation > Billing tab 

    • You can also change your subscription plan on this page

    Screenshot 2024-12-10 at 11.53.00-20241212-134800.png

     

    {"serverDuration": 10, "requestCorrelationId": "f30e368c595344049b8b02ebec328720"}