--- title: Get started with Chaser | 5 step guide description: Use our 5 step guide to learn how to set up your account to start saving time and getting invoices paid faster. image: https://www.chaserhq.com/hubfs/09%20CHASCEND%20THEME/Photos/Chaser-How%20fashion%20wholesaler%20Love%20Brands%20saved%2015%20hours%20per%20week%20automating%20their%20credit%20control%20with%20Chas@0.75x-60.jpg --- [![Chaser logo-orange-small-non-responsive](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Chaser-logo-for-mobile-white.svg)](https://www.chaserhq.com/-6ca7a01a-3ce6-4666-8a11-94a50f3edf37) [WEBINAR | 8 little known credit control strategies that will boost your cash flow Save my space ](https://www.chaserhq.com/chaser-webinar) [![Book a call](https://no-cache.hubspot.com/cta/default/7233458/ddd695a0-fe20-439e-88e0-a2bea3cd7a3f.png)](https://cta-redirect.hubspot.com/cta/redirect/7233458/ddd695a0-fe20-439e-88e0-a2bea3cd7a3f) [![Free trial](https://no-cache.hubspot.com/cta/default/7233458/2bff006c-9c23-41d7-9270-66bf8b997a51.png)](https://cta-redirect.hubspot.com/cta/redirect/7233458/2bff006c-9c23-41d7-9270-66bf8b997a51) [![Chaser logo-orange-small-non-responsive](https://www.chaserhq.com/hubfs/11%20CHASER%20BRAND%20GUIDELINES/Chaser%20logo-orange/SVG-vectors/Chaser%20logo-orange-small-non-responsive.svg)](https://www.chaserhq.com/-6ca7a01a-3ce6-4666-8a11-94a50f3edf37) Products & Services [![Chaser-Credit control software](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Credit%20control%20software.svg) Credit control software Put an end to late payments and manual chasing tasks, by setting up schedules to send out polite payment reminders to your customers. ](https://www.chaserhq.com/credit-control-accounts-receivables-software-old) [![Chaser-Payment portal](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Payment%20portal.svg) Payment portal Improve your chances of getting paid by offering your customers access to all the information multiple payment options instantly. ](https://www.chaserhq.com/features/payment-portal-old) [![Chaser-Debt collection services](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Debt%20collection%20services.svg) Debt collection services Don't write off bad debt without trying to use a friendly collections service tailored specifically to your business. ](https://www.chaserhq.com/debt-collections?hsLang=en) [![Chaser-Outsourced Credit Control Icon 2](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Outsourced%20Credit%20Control%20Icon%202.svg) Outsourced credit control Outsource to an experienced credit control team to help you improve cash flow by reducing debtors ](https://www.chaserhq.com/features/outsourced-credit-control-old) [![Credit checking](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Features-Credit%20checking/Credit%20checking.svg) Credit Checking NEW Quickly and confidently verify any customer or supplier in the UK, ensuring they are financially stable and trustworthy before entering into any business agreement. ](https://www.chaserhq.com/features/credit-checking-old) ![Chaser-Webinar - Book a demo](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Webinar%20-%20Book%20a%20demo.svg) Webinar See Chaser’s software and features in action. [![Save my space](https://no-cache.hubspot.com/cta/default/7233458/025c6342-2e2e-47a3-8084-ddad765898bd.png)](https://cta-redirect.hubspot.com/cta/redirect/7233458/025c6342-2e2e-47a3-8084-ddad765898bd) Integrations [![Chaser-ZohoBooks Integration Tab](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-202111-Integrations-ZohoBooks/Chaser-ZohoBooks%20Integration%20Tab.svg) NEW ](https://www.chaserhq.com/integrations/zoho-books-oldift) [![Chaser-Xero](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Xero.svg) ](https://www.chaserhq.com/integrations/xero-oldift) [![Chaser-Sage](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Sage.svg) ](https://www.chaserhq.com/integrations/sage-oldift) [![Chaser-MYOB](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-MYOB.svg) NEW ](https://www.chaserhq.com/integrations/myob-accountright-oldift) [![Chaser-FreeAgent](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-FreeAgent.svg) ](https://www.chaserhq.com/integrations/freeagent-oldift) [![Chaser-Quickbooks](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Quickbooks.svg) ](https://www.chaserhq.com/integrations/quickbooks-online-oldift) [![Chaser-AccountsIQ logo - new 2](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-AccountsIQ%20logo-New/Chaser-AccountsIQ%20logo%20-%20new%202.svg) ](https://www.chaserhq.com/integrations/accountsiq-oldift) [![Chaser-Microsoft Business Central - Dynamics 365](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Microsoft%20Business%20Central%20-%20Dynamics%20365.svg) ](https://www.chaserhq.com/integrations/microsoft-dynamics-365-business-central-oldift) [![Chaser-Freshbooks logo](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-202106-Integrations-Freshbooks/Chaser-Freshbooks%20logo.svg) ](https://www.chaserhq.com/integrations/freshbooks-oldift) [![Chase import-ChaseImportLabel-2](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Chase%20Import/Chase%20import-ChaseImportLabel-2.svg) ](https://www.chaserhq.com/features/chase-import-oldift) [![Sage200Cloud-menu logo](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-202106-Sage200cloud/Sage200Cloud-menu%20logo.svg) ](https://www.chaserhq.com/integrations/sage-200cloud-oldift) [![Oracle logo](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-202107-CSV%20Integrations/Oracle%20logo.svg) ](https://www.chaserhq.com/integrations/oracle-erp-oldift) [![Oracle Netsuite logo](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-202107-CSV%20Integrations/Oracle%20Netsuite%20logo.svg) ](https://www.chaserhq.com/integrations/netsuite-old) [![Epicor logo](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-202107-CSV%20Integrations/Epicor%20logo.svg) ](https://www.chaserhq.com/integrations/epicor-old) [![SAP logo](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-202107-CSV%20Integrations/SAP%20logo.svg) ](https://www.chaserhq.com/integrations/sap-old) [![Financial force logo](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-202107-CSV%20Integrations/Financial%20force%20logo.svg) ](https://www.chaserhq.com/integrations/financialforce-old) ![Chaser-Integrations request an integration](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Integrations%20request%20an%20integration.svg) Learn more about our integrations Learn how to make your credit control management seamless with quick integrations to your accounting system. [![Integrations](https://no-cache.hubspot.com/cta/default/7233458/4e0e1539-13ee-4f17-8f32-a2b6318c7ecc.png)](https://cta-redirect.hubspot.com/cta/redirect/7233458/4e0e1539-13ee-4f17-8f32-a2b6318c7ecc) [Pricing ](https://www.chaserhq.com/chaser-pricing-oldift) Partners [![Partner programme](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Artboard%2052.svg) Chaser partner programme See how the Chaser partner programme can help grow your practise and support clients with late payments ](https://www.chaserhq.com/partners-oldift) [![Chaser partner directory](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Artboard%2053.svg) Partner directory Firms that partner with Chaser are better: View accounting and bookkeeping firms that can support your business’ credit control needs ](https://www.chaserhq.com/partner-directory-oldift) ![Chaser-Webinar - Book a partner demo](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Webinar%20-%20Book%20a%20partner%20demo.svg) Webinar See how to grow your practice and help clients get paid faster [![Save my space](https://no-cache.hubspot.com/cta/default/7233458/194804af-3e60-429c-99d3-30c9021b412d.png)](https://cta-redirect.hubspot.com/cta/redirect/7233458/194804af-3e60-429c-99d3-30c9021b412d) Resources [![Chaser-Resource centre](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Resource%20centre.svg) Resource centre Guides, webinars and white papers to help you optimise your credit control. ](https://www.chaserhq.com/resources-old2) [![Chaser-Events](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Events.svg) Events Sign up for our next webinar, or find out where you can meet us at our next trade show. ](https://www.chaserhq.com/events-old2) [![Chaser-News and blog](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-News%20and%20blog.svg) News & Blog Get up to date on the latest credit control insights and find out what's been happening at Chaser. ](https://www.chaserhq.com/blog) [![Chaser-Support](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Support.svg) Support Having an issue with the Chaser app? We've got you covered. Visit our help center to access helpful articles or to get in touch. ](https://help.chaserhq.com/) ![Chaser-Webinar - Book a demo](https://www.chaserhq.com/hubfs/02%20WEBSITE/WEB-2021-Mega%20menu/Chaser-Webinar%20-%20Book%20a%20demo.svg) Webinar You sent the invoice… but the customer hasn’t paid. What now? [![Save my space](https://no-cache.hubspot.com/cta/default/7233458/025c6342-2e2e-47a3-8084-ddad765898bd.png)](https://cta-redirect.hubspot.com/cta/redirect/7233458/025c6342-2e2e-47a3-8084-ddad765898bd) [![Book a call](https://no-cache.hubspot.com/cta/default/7233458/ddd695a0-fe20-439e-88e0-a2bea3cd7a3f.png)](https://cta-redirect.hubspot.com/cta/redirect/7233458/ddd695a0-fe20-439e-88e0-a2bea3cd7a3f) [![Free trial](https://no-cache.hubspot.com/cta/default/7233458/2bff006c-9c23-41d7-9270-66bf8b997a51.png)](https://cta-redirect.hubspot.com/cta/redirect/7233458/2bff006c-9c23-41d7-9270-66bf8b997a51) ###### GUIDE # Get started with Chaser in just 5 steps Automate your accounts receivable process using these easy steps, and start getting invoices paid sooner, in the most efficient and friendly way possible Invite your team to Chaser Edit your templates Edit your schedules Select your chasing times Choose which customers to chase ### Add users If you'd like to add any colleagues to help manage your Chaser account, you can invite them to do so. Click the settings cog (in the top right corner) then **Organisation settings**. Click **Invite new user. **We'll email them a link to sign up and they'll be added to the list of users for your organisation. ![Chaser-Invite_User](https://www.chaserhq.com/hubfs/Chaser-Invite_User.webp) ### Set up your chaser senders The person that sets up your Chaser account will automatically be set as the sender.   To select a new sender, click **Manage**, then select the **Email **tab.   From the email tab, you can add senders and select if they are a normal or an escalated sender.  ![Chaser-Select_Senders_for_chasers](https://www.chaserhq.com/hubfs/Chaser-Select_Senders_for_chasers.webp) Next step ### Check your templates Click **Manage **then select **Templates **to view all your chasing templates. Open templates by clicking on them. You can check your templates and edit them to fit your business' communication style. ![Chaser-Templates_Menu](https://www.chaserhq.com/hubfs/Chaser-Templates_Menu.webp) ### Add placeholders Placeholders can be seen on the right of the template text editor.   They're automatically populated by information specific to your customer's business, the recipient, or the invoice you're chasing. For example, in each chaser, the placeholder **** is replaced by the reference number of the invoice being chased.   Place your cursor in the area of the email you would like to add a placeholder, and click to add.   Click **Save template.** ![Chaser-Placeholders (1)](https://www.chaserhq.com/hubfs/Chaser-Placeholders%20(1).webp) Previous step Next step ### View your schedules Click **Manage **then **Schedules **and select one of the existing schedules.    Each row represents a chaser. In the first column, you can see when each chaser is sent in respect to the invoice due date.   If a customer has more than one unpaid invoice, Chaser automatically groups these together when chasing.   You can preview which single templates and multi templates will be sent at each stage. ![Chaser-Schedules_Table](https://www.chaserhq.com/hubfs/Chaser-Schedules_Table.webp) ### Optimise your schedules To change your chasing intervals, switch templates, or select an alternative sender, **click the relevant row and the editing drop-down will appear**.   You can also delete or edit templates from the editing drop-down. ![Chaser-Edit_chasers_in_schedules](https://www.chaserhq.com/hubfs/Chaser-Edit_chasers_in_schedules.webp) ### Review 'thanks for paying' messages At the end of your schedule, you'll see a scheduled 'thanks for paying message'. You can choose to edit or delete this message by clicking on this row and using the editing drop-down. ![Chaser-Review_Thanks_for_Paying_Messages](https://www.chaserhq.com/hubfs/Chaser-Review_Thanks_for_Paying_Messages.webp) Previous step Next step ### Pick a time and day Click **Manage **then select **Timings. **Pick your preferred chasing times and days, we recommend lining this up with after you do your bank reconciliation. ![Chaser-Select_chase_times_and_days](https://www.chaserhq.com/hubfs/Chaser-Select_chase_times_and_days.png) Previous step Next step ### Select your customers Click **Receivables **and you'll see a list of your customers. To see the customers you aren't chasing, click the filter arrow on the **Customer status **column. Select all the customers you want to chase by clicking the checkboxes on their row. Once selected, a blue drop-down button will appear on the top left of your customers tab. Click on the tab and select **Start chasing.**       ![Chaser-Decide_who_to_chase_2](https://www.chaserhq.com/hubfs/Chaser-Decide_who_to_chase_2.webp) ### Make sure your chasers get sent On the receivables tab, if you see a warning symbol next to any of your customers, it means chasers won't be delivered to them. To solve this, click on the warning symbol to add a name and email address for that contact. ![Chaser-Edit_missing_email_addresses](https://www.chaserhq.com/hubfs/Chaser-Edit_missing_email_addresses.webp) ### Let's start chasing! Click **Resume Chaser** at the bottom of your page to enable chasing. ![Chaser-Recover more compared to traditional agenciesInga](https://www.chaserhq.com/hubfs/Chaser-Recover%20more%20compared%20to%20traditional%20agenciesInga.svg) Previous step [![Chaser-logo-new-white](https://www.chaserhq.com/hubfs/09%20CHASCEND%20THEME/Logos/Chaser%20Logo/Chaser-logo-new-white.svg) ](https://www.chaserhq.com/old-home) [![Get started now](https://no-cache.hubspot.com/cta/default/7233458/7f15dc0a-1397-4b74-bdbe-7d81c696035e.png)](https://cta-redirect.hubspot.com/cta/redirect/7233458/7f15dc0a-1397-4b74-bdbe-7d81c696035e) **[Contact support](https://help.chaserhq.com/)** [**In the news and press**](https://www.chaserhq.com/in-the-news-and-press)   **Product & Services** [Book a demo ](https://www.chaserhq.com/request-a-demo) [Credit control software](https://www.chaserhq.com/features) [Payment reminder templates](https://www.chaserhq.com/features/payment-reminder-templates-that-get-you-paid-faster-automatically) [Collections](https://www.chaserhq.com/collections) [Outsourced credit control](https://www.chaserhq.com/features/outsourced-credit-control) [Payment portal](https://www.chaserhq.com/features/payment-portal) [Chase import](https://www.chaserhq.com/features/chase-import) [Pricing](https://www.chaserhq.com/en-gb/pricing)   **Company** [About us](https://www.chaserhq.com/about) [Careers at Chaser](https://www.chaserhq.com/jobs) **Resources** [Resource center](https://www.chaserhq.com/resources)  [Events](https://www.chaserhq.com/events) [Blog](https://www.chaserhq.com/blog) [Support](https://help.chaserhq.com/)   ** Useful information**   [The ultimate guide to accounts receivable ](https://www.chaserhq.com/the-ultimate-guide-to-accounts-receivable)   [The ultimate guide to debt recovery ](https://www.chaserhq.com/the-ultimate-guide-to-debt-recovery)   [Ultimate glossary for accounts receivable, credit control, and debt recovery   ](https://www.chaserhq.com/ultimate-glossary-for-accounts-receivable-credit-control-and-debt-recovery) **Partners** [Accountants & Bookkeepers](https://www.chaserhq.com/partners) [Chaser Partner Directory](https://www.chaserhq.com/partner-directory)     [**Integrations**](https://www.chaserhq.com/integrations) [Xero](https://www.chaserhq.com/integrations/xero) [Quickbooks](https://www.chaserhq.com/blog/new-integration-chaser-for-quickbooks-online) [Sage](https://www.chaserhq.com/integrations/sage) [AccountsIQ](https://www.chaserhq.com/integrations) [FreeAgent](https://www.chaserhq.com/integrations/freeagent) [Dynamics 365 Business Central](https://www.chaserhq.com/integrations/microsoft-dynamics-365-business-central) [Freshbooks](https://www.chaserhq.com/integrations/freshbooks) [Sage 200Cloud](https://www.chaserhq.com/integrations/sage-200cloud) [Oracle ERP](https://www.chaserhq.com/integrations/oracle-erp) [Oracle Netsuite](https://www.chaserhq.com/integrations/netsuite) [SAP](https://www.chaserhq.com/integrations/sap) [Financial Force](https://www.chaserhq.com/integrations/financialforce) [Epicor](https://www.chaserhq.com/integrations/epicor) © 2022 Chaser Technologies Limited | [Cookie notice ](https://www.chaserhq.com/cookie-declaration)| [Privacy Policy](https://www.chaserhq.com/privacy-policy) and [Terms of Service](https://www.chaserhq.com/terms) ```json { "@context" : "https://schema.org", "@id" : "https://www.chaserhq.com/#organization", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "GB", "addressLocality" : "London", "addressRegion" : "England", "postalCode" : "EC1V 2NX", "streetAddress" : "124 City Road" }, "contactPoint" : { "@type" : "ContactPoint", "contactType" : "customer service", "telephone" : "+44 20 3196 7695" }, "description" : "Chaser is a global accounts receivable automation platform that helps businesses get paid faster. Our software automates invoice chasing, streamlines debt collection, and maintains great customer relationships.", "foundingDate" : "2013-05-07", "legalName" : "Chaser Technologies Limited", "logo" : { "@type" : "ImageObject", "url" : "https://www.chaserhq.com/hs-fs/hubfs/Chaser%20logo%20-%20orange%20(1).png?width=150&height=40&name=Chaser%20logo%20-%20orange%20(1).png" }, "name" : "Chaser", "sameAs" : [ "https://uk.linkedin.com/company/chaser", "https://www.facebook.com/ChaserAR/", "https://x.com/chaser_hq" ], "url" : "https://www.chaserhq.com" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://www.chaserhq.com/#website", "@type" : "WebSite", "name" : "Chaser", "publisher" : { "@id" : "https://www.chaserhq.com/#organization", "@type" : "Organization", "name" : "Chaser" }, "url" : "https://www.chaserhq.com" } ```