Can I customise the text of my Reminders?
All email Reminders can be easily customised. You can customise your account-wide templates, or individual cutomer templates following the same steps.
To edit your account-wide Reminders, go to Templates > Invoice Reminders.
You can switch between the templates using the tabs on the left. If you un-tick a particular Reminder template, then by default, that Reminder 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 other Reminders, except that for Reminder 2.
To edit the text, just type in the box. The text between the “$” symbols are “snippets” and are used to dynamically insert the data for each invoice into each Reminder. E.g. if you add $UserCompanyLogo$ to the footer of your template, Satago will populate your logo (provided you uploaded your company logo in Settings > Organisation > Details).
You can enter snippets yourself, by either typing them or using the snippets menu:
You can change the recipients of each email Reminder. By default, all Reminders will be sent to your customer’s primary email address, but Reminders 3, 4 and 5 also have an “Escalation Email Address” CC'ed into the email:
Customer's Primary and Escalation email addresses are set in the Contacts section for each customer. You can add as many Escalation contacts as you like.
You can preview each template to check that your edits look as you would expect, by clicking on the Preview tab.