How do Reminder, Statement and Thank You emails work?
Once you have enabled emails from the Messaging Settings section, Satago will be set-up to automatically send Reminders, Statements Thank You emails to all customers for whom you have entered an email address in your accounting software.
Note – Satago will not immediately start sending automated email reminders, statements and Thank You emails once you have enabled emails. Emails will only start being sent the following day after you have received a notification email telling you exactly which customers are scheduled to receive email reminders. Reminders are sent at 8am your local time (please specify your time zone by picking your country from the dropdown menu in the Organisation Details section) and statements and thank you emails between 12 and 2pm.
If you have certain customers whom you do not want to receive emails, you can switch off their Reminders, Statement and/or Thank You emails from the Customers page:
You can change which emails get sent and customise your email reminders, statement and Thank You email text on an account or customer level. Read the Reminder Customisation article for more information.