How many emails will my customer receive per day?
Satago can chase invoices individually, or send Grouped Reminders. The same applies to Thank You emails.
By default, Grouped Reminders are switched ON.
What are Grouped Reminders?
If your customer is due to receive Reminder emails for two or more invoices on the same day (i.e. multiple invoices fall X days late on the same day), then instead of sending multiple separate Reminders, Satago will send one Grouped Reminder to the customer. This Grouped Reminder is, in effect, a mini-statement.
You can treat Grouped Reminders the same way you treat regular Reminders. The Grouped Reminder template is found on the Invoice Reminder templates page:
To switch Grouped Reminders On or OFF, tick or untick the Group reminders scheduled for same date box. (Don’t forget to click Save at the bottom). Unticking Group reminders in the out box will stop all reminders for this customer. Unticking an invoice just stops reminders for that invoice number.
Grouped Reminders and Statements
When Grouped Reminders are switched on, if a customer would be due to receive an invoice Reminder on the same day as a Statement, then only the Statement will be sent. Having Grouped Reminders will reduce the severity of the wording in the Reminders because of the statement-like frame.
Thank You emails
Grouped Thank You emails work in the same way as Grouped Reminders, except that Grouped Thank You emails will still be sent on the same day as a Statement.