Get started with CHASER in just 5 steps

Refine the default schedule

Schedules determine which chasers are sent to your customers. Your CHASER account already includes a default schedule; in this step, we will ensure that it fits your requirements.

This step should only take 5 minutes.

Familiarise yourself with the Schedules page

  • Navigate to Manage > Schedules, and select Schedule 1. Here you will see a table. Each row represents a chaser. The first column shows after how many days (with respect to the due date) each chaser will be sent.
  • An appropriate template has already been assigned to each chaser in the schedule.
  • If there are multiple unpaid invoices for the same customer, CHASER will automatically group these invoices together and send at most two chasers: one listing the invoices that have an upcoming due date, and one for those that are overdue.

Edit individual chasers

  • To change the number of days after which a chaser is sent, click the relevant row. In the top-left corner, you will see a field where you can edit the number of days.
  • To delete a chaser, click Delete this chaser at the bottom of the pop-up.

Review the "Thanks for paying" feature

  • By default, CHASER sends "Thanks for paying" messages to your customers when an invoice is marked as "Paid" in your accounting package. You can choose to stop these by scrolling to the bottom of your schedule and deleting the message.

PRO TIP: We understand that not all customers are created equal. For this reason, you can create new schedules and click Applies to to assign them to the customers of your choice.