Signing up to software that is full of features can sometimes lead to getting lost or confused on how to get the most out of it.
At Satago we offer a 2-week free trial that will allow you to test drive our platform before you commit to making any payments. But how do you get the most out of these 2 weeks, to be sure if the platform is right for you?
Here is a list of some simple steps you can take to make the most out of Satago during your free trial.
Whether you use Sage, Xero, or any of the 300+ other accounting software tools we integrate with, the first step of getting the most out of Satago is to connect your accounts.
This will pull through all of your customers and their open invoices and start populating useful debtor information and insights.
By matching your company to its legal entity within the platform, you will unlock your own credit profile and risk rating.
This will show you what other companies who choose to do business with you can see. This data includes credit risk profile, your credit score trend, what the suggested credit limit of your company should be, the industry vertical that you operate in and your average days beyond terms (DBT) along with its current trend.
Like with matching your legal entity, by matching your customers to their relevant legal entity you will unlock their credit profile and risk rating.
Once your customers are matched, the risk insight analysis reports will be populated, including both the aged debt and risk segmentation of your customers.
Once you have completed matching your customers to their legal entities, you can then return to the taskboard to see if there are any of your customers who have incomplete contact information. You will then be able to click into each customer’s profile to add any of the missing information.
By completing the profiles of your customers, you will maximise the number and success rate of automated credit control emails that are sent.
A company’s logo is an important part of a company’s brand, so we ensure that you can use this to customise your credit control e-mails and make them more impactful. Before you start customising the text of your emails, head to the organisation section of the admin area in your Satago account and upload your company logo. Once you have uploaded your logo you will then be able to include it in any of your email templates.
Setting up and configuring your credit control templates is proven to get your invoices paid faster.
Start by going to the templates section of the credit control area in your Satago account. From there you will see the reminder templates that are available. In this section you can also customise the monthly statement email that can be sent out, and the 3 types of thank-you emails.
You can fully customise the text of these emails, and include additional snippets (like your company logo, invoice amounts, invoice links). We have already included our most successful templates by default, but you can adjust these according to your business tone and needs.
After changing email templates, you can also preview them using the preview tab above the editing zone. This preview will populate any of the snippets you have included and will show you a full example of what the email will look like when sent to your client.
When you are happy with these templates, whether you have customised them or not, you can then move on to the settings section of the credit control area.
Inside the settings section you will be able to configure which emails you would like to send, the time you want to send them and the days which the emails could be sent out on. You can also customise the email footer, choose the email address to send the emails from (for Standard users you will be able to use a Satago sub-domain, and for Plus users you can connect to your own email) and a few other tweaks, like including late fees by default, including pdf invoices for download and sender name.
Whilst you are busy working on steps 1 to 7 above, our platform will start gathering information about your customers, their risk profiles, and their payment history. Our system will then use this information to create meaningful notifications for you that are easy to act on.
These notifications include overdue invoice reminders, customers exceeding their credit limit, and any other reminders you may find useful. Keeping an eye on these notifications is a great way to keep your cashflow in check.
Unlike a lot of other companies, Satago does not charge you for each user that you add to our system. This gives you the ability to add as many users as you would like, meaning that you can get the whole team involved with improving company cashflow.