Credit Control User Manual

Introduction

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.

Setting Up Credit Control

1. Accessing Credit Control

   • Navigate to the 'Credit Control' section from the main navigation menu.

2. Configuring Settings

   • Click on 'Settings' to access the Credit Control settings page.

   • If Credit Controls are not yet set up, they will be disabled by default. Enable them to start sending emails.

3. Customizing Reminder Emails

   • Go to 'Templates' to customize your payment reminder messages.

   • Set your reminder schedule, choosing how many days before or after the due date each email is sent.

   • Customize the content of each template, including Snippets for dynamic information.

   • Preview your emails before finalizing.

4. Managing Email Templates

   • Customize multiple templates to suit your business needs.

   • Disable any email in the schedule by unchecking the corresponding box.

   • Save changes to your templates to apply them.

Creating Customer Groups

• To manage which customers receive automated emails, create Customer Groups.

• Access the main Credit Control Settings page and click on 'Create new group'.

Key Features

• Automated Reminders: Send reminders to customers about due invoices.

• Statements: Automatically send statements listing all outstanding invoices.

• Thank You Emails: Send automatic thank you emails when payments are received.

Troubleshooting

• Ensure all settings are enabled for emails to be sent.

• Check templates for accuracy and completeness.

• Verify customer groups to ensure correct recipients.

Conclusion

Utilizing Satago's Credit Control feature streamlines your invoicing process, ensuring timely payments and reducing administrative workload. Customize your settings to best fit your business needs and improve cash flow efficiency.