Payment Portal | Make It Easy for Customers to Pay | Chaser

Make it easy for customers to pay

Improve your chances of getting paid by offering your customers all the information needed to make payments at a glance, and giving them access to multiple payment options instantly.
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Keep it simple

Get paid directly from the invoice reminder

Make it convenient for your customers to pay you by giving them access to a dedicated Payment Portal in every payment reminder. This cuts down your admin time as you do not need to send (and resend) invoices and helps speed up your chance of collection by making payments easier for your customers.
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Complete visibility

Keep you and your customers up to date with payments

Using a dedicated summary page, you and your customers see an overview of outstanding and paid invoices. Customers always know how much they owe, when it’s due, and can access and download all relevant documentation in one place.
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Multiple payment options

Make the payment process easy by offering various payment methods

Offer multiple, flexible payment options to suit your customers’ needs in one location, including instant card payments, direct debit, and bank transfers.
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Seamlessly connect to your Chaser account

Payment portals are seamlessly connected to your Chaser account, so you can easily add links to them in your email templates, add notes on specific customer portals from your ‘Receivables’ tab, and customise your portal from within Chaser. Incorporating the Payment Portal into existing workflows makes the experience seamless and allows you to be thoughtful with each customer, no matter how many accounts you are chasing.
HOW IT WORKS

Start using the Payment Portal in four simple steps

1
Create a Chaser account

Sign up for a 14- day free trial (no credit card required) by entering your name and email here.

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2
Set up your portal

In your Chaser account, navigate to ‘Manage’ then ‘Payment Portal’. Insert your logo, bank details and connect your payment provider.

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3
Preview your Payment Portal

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.

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4
Add portal links to your templates

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!

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REVIEWS

What they’re saying

With Chaser, customers are able to quickly start chasing payments by automating invoice reminders. They gain access to all the tools they need to improve their cash flow and credit control—all in the middle of a global pandemic.
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Stuart Hurst
Director, Accounts & Leal
"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".
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Sharon Pocock,
Md & Principal Accountant, Kinder Pocock
"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."
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Emma Fox
Founder & Md, Fresh Financials
"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?"
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Nathan Keeley
Partner, Mha Carpenter Box
"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."
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Paul Bulpitt
Co-founder, The Wow Company
"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.."
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Emma Chesson
Head Of Online Services, Kreston Reeves
"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."
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Paul Lodder
Partner, Sagars Accountants
"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."
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Steven Kühn
Director Technology Solutions, Azets
"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"..."Having a healthy cash flow is absolutely essential for every business, and we saw that Chaser makes an instant positive impact for our clients."
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Will Farnell
Founder & Director, Farnell Clarke
"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."

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