Can I customise the reminders text?
Yes, all email and letter reminders can be easily customised. You can customise your account-wide templates, or customise templates per customer so you can send different reminders to different customers.
To edit your account wide Reminders, go to the Email Reminders tab.
You can switch between the Reminder email templates using the tabs on the left. If you un-tick a particular Reminder template then by default that Reminder email will no longer be sent to your customers. e.g. if you only want to send the Reminder that is sent when an invoice is 7 days overdue, you would un-tick all the Reminder check boxes, except that for Reminder 2.
To edit the Reminder email text for each Reminder template, just type in the box to edit the message. The text between the “$” symbols are “snippets” (aka placeholders) and are used to dynamically insert the data for each invoice into each Reminder email. E.g. if you add $UserCompanyLogo$ to the footer of your template you will see that Satago populates your logo in the preview (provided that you have uploaded your company logo in Settings – Organisation Details (https://app.satago.com/organisation/details).
You can enter snippets yourself, by either typing them, or using the snippets menu in the bottom right-hand corner.
You can change the recipients of each email Reminder. By default all Reminders will be sent to your customer’s default primary email address, but Reminders 3, 4 and 5 can also be sent to a “escalation email address”. You can change this if you wish, and also set all Reminders to also be sent to your own email address. Customer default and Escalation email addresses are set in the contacts section for each customer.
You can preview each template to check that your edits look as you would expect, by clicking on the Preview tab.
Lastly, remember to click Save Reminders to save your new account-wide template.