Start using Chaser and the Payment Portal for free (no card details required) for 14 days at chaserhq.com/signup
In your Chaser account, navigate to ‘Manage’ then ‘Payment Portal’. Insert your logo, bank details and connect your payment provider.
To check or add details to a Payment Portal, navigate to ‘Receivables’ and select a customer. Click ‘ Payment Portal’ to add notes for your customer, and click on their Payment Portal link to preview their portal.
Navigate to ‘Templates’ and click on the template you’d like to edit. From the ‘Placeholders’ menu on the right hand side, click the Payment Portal option to insert it and click ‘Save’. Payment Portal links will be sent to all customers that receive this template!
"What really impressed me about Chaser is the ability to automate the credit control process whilst still managing to keep the personal touch. This alongside the full CRM functionality helps give transparency, and reduce time and human error. We are excited about offering our clients Chaser. It shows our continued commitment to search the market for new and intuitive apps that complement the other accounting software we offer our clients. And it will have a positive impact on their cash flow which they will love."
"A very easy to use app, that’s very clever at chasing debts. We’ve seen an improvement to debtor days almost immediately. ...the customer service and support Chaser offer is superb, can’t praise them highly enough."
"The benefits to businesses, accountants and their clients that Chaser brings is huge. If you were only going to look at a few apps make sure this is one of them."
"For us, Chaser is best in class for credit control. Chaser has that singular focus on credit control, which obviously reflects itself in the product. The feature set is fantastic, particularly the CRM functionality for maintaining complete invoice communication histories. Having a healthy cash flow is absolutely essential for every business, and we saw that Chaser makes an instant positive impact for our clients."
"Farnell Clarke LOVE Chaser! We started using Chaser as a precursor to rolling out to our clients. The results… we banked £3,792 within an hour of the first chaser cycle. The team are awesome. Always ready to help and make our lives as easy as possible."
"This is such a good add-on. I truly believe that Chaser emails are sent with a little bit of magic. Even though I regularly used to send statements from Xero, the Chaser emails have had a far greater response, clients apologising for not paying sooner! It has definitely improved credit control, and the ‘thank you’ email when clients have paid is a lovely touch. Clients are thanking me for thanking them. The support is brilliant too, first class!"
"Chaser has really changed the space. Several other apps have appeared in the market since Chaser - even Xero has its own invoice reminders. For us, though, Chaser is the one with the features we need. And at a great price, and with a great team supporting it, why would we ever change?"
"Chaser is very easy to use and implement which is to a large extent down to the support we have received from Chaser in terms of training and initial implementation. We see Chaser as an important tool to support both our clients using it directly and allowing us to offer to outsource the credit control function of our clients businesses."
"The experience of Wow clients with Chaser has been very positive - with almost immediate results. The functionality Chaser offers is a complete personalised debt chasing solution - if you're serious about managing your cashflow, Chaser is a no-brainer really.."