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
      • Credit Control Set Up Guide - User Manual for Credit Control
      • What is a Snippet?
      • How do i remove the View Invoice link from Statements and Grouped Reminders?
      • How can I remove links to invoices in the reminder emails?
      • How can i remove links to invoices in the statement email?
      • How do i change the sender details at the end of reminder emails?
      • How to add credit notes to statements
      • How do I disable reminders for certain customers?
      • How do I disable reminders for specific invoices?
      • How do I enable automatic email reminders?
      • How do I customise my Satago email domain?
      • How do I connect my own email domain?
      • How can I change the connected mailbox to a new domain for sending emails from Satago?
      • How do I set up customer groups?
      • How else can I customise my credit control?
      • How do I customise my sending schedules?
      • How do I customise my statement templates?
      • How do I customise my reminder templates?
      • How do I update incomplete customer details?
      • How do I customise my "Thank You" emails?
      • Creating sending schedules for customers and customer groups
      • Mailbox Integration
      • Can I send automated email reminders from my own email account?
      • What happens when I turn Reminders on for the first time?
      • Can I group customers I do not wish to send reminders to?
    • Using Credit Control
    • 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.
/
Credit Control Set Up Guide - User Manual for Credit Control
Updated Oct 02

    Credit Control Set Up Guide - User Manual for Credit Control

    Satago’s automated Credit Control feature helps you save time and get paid faster by sending automated payment reminders and acknowledgement emails to your customers. This guide will walk you through setting up Credit Control, customising your reminder schedule, and managing customer groups, so you can make the most of Satago’s automation tools.

    Step-by-Step Guide

    1. Access Credit Control Settings

    Go to the navigation menu and select Credit Control.

    image-20250925-115642.png

     

    2. Open Settings

    Click on Settings to access your Credit Control configuration.

    image-20250925-115701.png

     

    3. Review Your Credit Control Status

    If Credit Control is not yet enabled, no emails will be sent to your customers until you activate the feature.

    image-20250925-115758.png

     

    4. Set Up Reminder Emails

    A good place to start is Reminder Emails. You can set these up to automatically send payment reminders to your customers. Click on Templates to customise your messages.

    image-20250925-115908.png

     

    5. Customise Your Reminder Schedule

    Choose how many days before or after the due date each reminder email is sent.

    image-20250925-115942.png

     

    6. Adjust Reference Points

    If you prefer not to use the payment due date, you can change the reference point here.

    image-20250925-120022.png

     

    7. Edit Email Templates

    1. You can change the content of each of your templates here too. This includes dynamic Snippets, which is the information that will automatically update for each email sent out. Learn more about Snippets.

    image-20250925-120214.png

     

    8. Preview Your Emails

    1. Once you've finished making your changes, preview your customised emails before saving.

    image-20250925-120236.png

     

    9. Manage Multiple Templates

    Create and customise multiple templates to create the best schedule and content for your business and customers.

    image-20250925-120355.png

     

    10. Enable or Disable Templates

    If you don't want to include one of the emails in your payment reminder schedule, easily disable any reminder email by unchecking the relevant box.

    image-20250925-120508.png

     

    11. Save Your Changes

    After editing, make sure to save your templates.

    image-20250925-120524.png

     

    12. Set Up Customer Statements

    Satago's Credit Control service also enables you to send out Statements to your customers summarising all open invoices. Edit statement templates under the Monthly/Weekly Statements tab.

    image-20250925-120630.png

     

    13. Schedule Statement Emails

    Choose when statements are sent to your customers. (These templates can be customised in the same way you would for reminder emails.)

    image-20250925-120659.png

     

    14. Create Customer Groups

    If you don’t want to send emails to all customers, create groups from the main Credit Control Settings page.

    To do this, start by going back to the main Credit Control Settings page.

    image-20250925-120840.png

    Then, click on 'Manage group'.

    6bf121bb-5eb5-4137-b720-e60623d860b3.png

     

    15. Add Customers to Groups

    Name your group, copy customer lists if needed, and add customers.

    You can name you group here.

    image-20241202-141131.png

    You also have the option to copy across customer lists from other groups.

    image-20241202-141157.png

    Then, click 'Create'.

    image-20241202-141218.png

    You can see that our group currently has 0 customers. You can add customers by clicking here.

    image-20241202-141241.png

    Select the customers that you would like to move across to your new group.

    image-20241202-141304.png

     

    16. Manage Group Email Schedules

    If you create a group and only want to send out reminder emails to that specific group, you will need to go in to the default group and disable all reminders by clicking on the bell icon.

    Screenshot_25-9-2025_1418_app.satago.com.jpeg
    image-20250925-123856.png

     

    17. Enable Automated Emails

    All automated emails remain disabled until you enable them from the main settings page.

    image-20250925-123939.png

     

    18. Enable Email Types

    Enable each type of email you want to send.

    image-20250925-121541.png

     

    19. Additional Settings

    Customise your email templates further in the Additional Settings tab.

    image-20250925-124008.png

    Upload your company logo and edit email footers.

    image-20250925-124019.png

     

    20. Customise Send Schedules

    Set the day and time for emails to be sent.

    image-20250925-124036.png

     

    21. Integrate Your Email Account (Premium Feature)

    For users on our Premium plans or higher, you can integrate Satago with their own email account to send emails from their domain.

    If you are interested in upgrading your account to access this feature (and many more!), get in touch at sales@satago.com

    image-20250925-124200.png

     

    22. Set Up Email Integration

    Click on Your Domain

    image-20250925-124217.png

    Enter your email, and authenticate through your provider.

    image-20250925-124229.png

     

    23. Set up SatagoPay - Embedded Payment Links

    For users on our Premium plans or higher, you can embed payment links to your reminders to give your customers the ability to pay instantly.

    If you want to set up embedded payment links, register your interest for SatagoPay.

     

    Once you setup SatagoPay, you can add the payment links as a Snippet to your reminders.

    Screenshot_25-9-2025_171037_app.satago.com.jpeg

     

    Who can I contact for help?

    If you are still experiencing issues or have questions about your account, please reach out to our customer success team via the Satago Help Centre

     

    {"serverDuration": 12, "requestCorrelationId": "4aab9f3ae88a47c1813c4afce092a804"}