Invoice Reminder CRM Features
Customise templates and rules
Customise email reminders and escalate in tone as invoices become more due, just as you would normally do.
Automate email reminders
Decide when you want reminders to be sent and who should receive them. Then, sit back and let Satago do the work for you.
Manage all your credit control communication from one place. Keep these organised by customer and invoice and reply from either Satago or your own inbox.
Over 1,000 businesses have used Satago to get more than £ 1000 Million of invoices paid faster
Invoice Reminder CRM Screenshot
Aged Debtors Report
Automate and escalate
Chasing your customers for payment is time-consuming and often unpleasant. Let that be a thing of the past by automating the process with friendly, customisable payment reminder emails.
Customisable per customer
We know that not all customers are the same, and so we understand that they shouldn't all be chased for payment the same way. Satago allows you to specify which customers get chased, when they get chased, and with what message.
Statements and Thank You emails
Satago will generate monthly statements for each of your customers and send thank you emails automatically when you get paid with a different message depending on whether you were paid on time or late.
Powerful debtor reporting
Interactive aged debtor reporting that makes it easy to see your accounts receivable status in a moment and prioritise the oldest debts. Share reports with team members as pdf or csv files, so everybody is kept in the loop.
If your customer promises to pay you on a certain date, you can track this in Satago and set yourself a reminder. On that day, Satago will remind you to check for payment
All credit control communication is centralised in Satago and assigned to customers and invoices, meaning everyone knows the status of individual debts and you have a full audit trail of all collection activities. Use Satago entirely by email, or send messages from within the application.