Credit Control Guides
Credit Control FAQs
Find answers to common Credit Control questions, including setting up reminders, managing customers and contacts, editing message templates, connecting your mailbox, and tracking payments.
Messages & templates
How to customise automated messages and preview them before scheduling?
How to manage a specific Reminder message for all Customers?
What are Grouped Reminders and how are they different from Statements?
How to send an instant statement to a customer
How to add credit notes to statements?
How to manage Invoice Links in Reminder Messages and Statements?
How to find custom templates set up for individual customers?
Email & mailbox setup
How do I connect my own email account?
Can I send automated email reminders from my own email account?
How do I customise my Satago email domain?
How can I change the connected mailbox to a new domain for sending emails from Satago?
How to change the sender details at the end of reminder emails?
Customers & contacts
How to set up and manage customer groups
How to update customer email addresses and manage reminder recipients
How do I add an escalation contact in Satago?
How can I send emails to a new contact?
Can I group customers I do not wish to send reminders to?
Where does Satago get customer email addresses from in Sage 50?
Reminders & scheduling
How to customise my sending schedules?
How do I disable reminders for certain customers?
How do I disable reminders for specific invoices?
Can I send a manual reminder to a customer?
What happens when I turn Reminders on for the first time?
How many emails will my customer receive per day?
Xero Users - How to format mobile numbers for SMS reminders to be sent out correctly
Still need help?
If you cannot find the answer you need, contact the Satago support team for further help.