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FAQ > How to get started?

How to get started?

1. Account details

Please provide a full contact name, company name and email address.

2. Validate your account

You will receive an email that asks you to validate the account. You are required to click on the link in the email to validate your account.

Once you clicked on the link you will be prompted to choose a password. After that you have to login in with your email address and new password.

3. Integrate Satago with your accounting software (you will need to log-in to your accounting software)

When you click on the logo of your accounting software, a new window opens and you will be asked to sign in to your accounting software.

The integration will start automatically. Once it is finished, you will be redirected to your Satago account dashboard.

In case of a desktop integration, you will be prompted to choose a subscription plan. Also, someone from our Satago service team will get back to you to install the add-on remotely on your computer. This process will take around 30 to 45 minutes. Desktop integrations can only been completed after a subscription has been paid for. 

GET STARTED

1. Review reminders and statements

We recommend you to review the account-level reminders and statements and customise them if necessary.

Go to Templates and choose Invoice Reminders from the navigation menu. Please do the same for Statements.

You can choose, which reminders you would like to send as standard by either ticking or unticking Enable this Template for each reminder template.

 

You can also customise the days when reminders are sent:

You can choose from days after the date an invoice was issued, before a due date or after a due date.

Also, you can customise the content of your reminders in this menu.

The Snippets serve as place holders to automate reminders as much as possible. For example, you can use the LateFeeSnippet to include late fees (a fixed amount plus an 8.5% interest rate on the amount due or customised late fees) in your reminders.

If you would like to customise the templates for particular clients, you can do so by clicking on Accounts and choosing Customers from the navigation menu.

There, click on the customer for whom you would like to customise the reminders and click on the Options tab. Select the Use Custom option in the relevant dropdown and click on the link to customise the reminder.

Click here to customise

2. Review, which customer should or should not receive email reminders and invoice statements (summary)

Click on Accounts and choose Customers from the navigation menu.  You can configure which messages are sent out with the Reminders, Statements and Thank You Emails (“RST”) options:

3. Enable / Disable reminders

Reminders are initially enabled by default. You can turn these off at any time by going to Messaging Settings and clicking the Enable/Disable switches.

4. Schedule reminders and statements

Satago synchronises with your reconciliations every night. If you do not reconcile payments daily, you can schedule a day when reminders and statements should be sent. This ensures that no reminders are sent without taking the latest invoice status into consideration.

Go to your messaging settings and choose which says you want the reminders to be sent out.

As an example, if you reconcile Mondays you can schedule reminders and statements for Tuesdays only. By doing so, Satago will not send reminders and statements until you have reconciled your accounts.

Click on Settings in the navigation menu and choose Organisation Settings.

Here you can enter details about your organisation.

5. Add more users (optional)

If you need to give others access to your Satago dashboard you can add more users to your Satago account. For that, go to Users in the navigation menu and click on Add a User.

6. Add more accounts (optional)

If you are an accountant or bookkeeper looking after different accounts, you can add your clients’ accounts to your Satago dashboard. Click on Switch Organisations in the navigation menu. 

In the new window, you have the option to add new accounts by clicking on Create Organisation.