Satago allows you to include or remove direct invoice links in your reminder emails and customer statements. This guide explains how to view, add, or remove invoice links from your templates, so you can tailor your communications to your business needs.
What are Invoice Links in Reminders and Statements?
Invoice links in Satago reminder emails and statements allow your customers to view their invoices directly from the email. These links are added using dynamic Snippets in your email templates.
Learn more about Snippets: What is a Snippet?
This feature is partially available for Sage50 customers as the integration does not support viewing the original invoice document.
How to View or Add Invoice Links
By default, Satago’s reminder and statement templates include invoice links using Snippets such as ‘Invoice Link for Customers’, ‘Open Invoices Table’, or ‘Grouped Open Invoices Table’. These Snippets automatically generate links for each invoice listed in your emails.
No files/images can be attached to the reminders or emails.
How to Remove Invoice Links from Reminders and Statements
If you may wish to remove invoice links for privacy, security, or customer preference. Follow these steps for each template type:
Remove Invoice Links from Individual Reminder Emails
Go to Credit Control > Settings and select the Reminders template.
Locate the line containing the ‘Invoice Link for Customers’ Snippet.
Remove this line using the backspace or delete key.
Click Save to update your template.
Remove Invoice Links from Grouped Reminders
Go to Credit Control > Settings and select the Grouped Reminders template.
Remove the Snippet called ‘Grouped Open Invoices Table’ by selecting it and pressing backspace or delete.
Click the Snippet button and select ‘Grouped Open Invoices Table without Links to Invoices’ to add a table without invoice links.
Click Save.
Remove Invoice Links from Statements
Go to Credit Control > Settings and select the Statements template.
Remove the Snippet called ‘Open Invoices Table’ by selecting it and pressing backspace or delete.
Click the ‘Snippet’ button and select ‘Open Invoices Table without Links to Invoices’.
Click Save.
Need More Help?
If you have questions or need further assistance, please contact our customer success team via the Satago Help Centre.