What do I get with Satago in the Sage 50 Finance Package? (US)

What do I get with Satago in the Sage 50 Finance Package? (US)

Your Finance Package includes the Satago Basic plan - there’s no extra charge to activate it. Here's what it includes and what it doesn't.

What's included

Feature

What you get

Feature

What you get

Credit Control

Automated reminder emails, statements and thank-you emails, with templates and schedules you can edit

Reminder emails

100 reminder emails every rolling 30 days

Credit summaries

Unlimited: a quick check of any company's risk band, recommended credit limit and payment behavior

Full credit reports

25 full credit reports

Credit risk alerts

Notifications when a customer's credit risk changes or they go over their credit limit

Ledger reports

Reports on your invoices, such as your largest and oldest open invoices and where your risk is concentrated

Users

1 user

What isn't included in Basic

  • Sending reminders from your own email address. Basic sends reminders from your Satago subdomain. See What is Credit Control? (US).

  • SMS (text message) reminders.

  • The option to include payment links in your reminder emails to let customers pay online.

  • Multi-user accounts.

Upgrading

The Satago Premium plan adds sending from your own email account, SMS reminders, online payments, more reminders and credit reports, and up to 5 users. Upgrades are handled through Sage, not in Satago, and you should reach out to the Sage billing team if you want to explore upgrading your account.

Check your usage

In Satago, go to Admin > Organisation > Billing to see your allowances and how much you've used.

 

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Need more help?

If you have questions or need assistance, contact our support team via the Satago Help Centre.