Get started with Chaser in just 5 steps

Choose which customers to chase

When you connected your organisation to CHASER, we asked you whether you wanted to start by chasing a few of your customers, or most of them.

This step will ensure that your selection perfectly fits your needs: you’ll be able to make any necessary adjustments, picking the customers that you do want to chase and those that you don’t.

The time taken to complete this step depends on the number of customers that you have. However, it shouldn't take longer than 5 minutes.

Decide who to chase

  • Navigate to Receivables. Here you will find a list of all your customers imported from your accounting package.
  • There are two tabs: Customers (detailing who will and who won’t be chased) and Invoices (detailing which individual invoices will and won’t be chased).
  • Start deciding who will be chased on the Customers tab
  • You can then filter the Customers Tab to show only the Not chasing customers or Chasing customers. To do this click on the down arrow next to the Customer status column.
  • If you chose to start by chasing a few of your customers filter customers to show Not chasing customers and then decide who to chase.
  • If you chose to chase all or most of your customers filter customers to show Chasing customers and select who not to chase.
  • Select multiple customers at one time by clicking the ‘checkboxes’ to the right of each of the customer names. Once the customers are selected click on the top right button and change the chasing status.

Make sure we can deliver your chasers

  • Stay on the main receivables tab
  • Customers with a warning symbol next to their name will have a name and/or email missing
  • If the email address is missing the customer name will be in red with a red warning sign beside it. We will not be able to deliver chasers for that customer.
  • Where needed, click on the customer and then Edit in to add the missing contact information in your accounting package.