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Chaser for FinancialForce

Use Chaser's powerful time-saving features with FinancialForce to create personalised email reminders

Chase Import allows you to quickly import your data from FinancialForce. Within minutes you can set up personalised chasing schedules to speed up payments of invoices.
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Recoup your cash sooner by setting up automatic debtor chasing

Chaser streamlines the accounts receivables process by allowing you to easily track and obtain your receivables. When you create an email reminder, use the in-app template to personalize it for your customer.

You shouldn’t need to spend a lot of time on credit control tasks every month.

If people pay their invoices late, that can be a major inconvenience for you. Ensure that your customers pay their invoices on time with email reminders that look like they’ve been hand-typed and sent directly from you. When you're reminding a client about an invoice, it's important to personalise the email.

Set up automated email reminders to be sent to you for payments that are due

If you have a smart schedule for chasing your invoice payments and automating your receivables, you'll save time and make more money.

Keeping up with all your payment reminders can be challenging.

Chaser gives you a way to keep track of all the replies you get from a customer and monitor how well your payments are progressing. Easily add customer notes from your phone calls, set reminders and expected payment dates, all while keeping your colleagues in the loop.

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How to use Chase Import with Epicor

1. Start your free trial

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

3. Login and connect

Go to Chaser and connect with your FTP server.

5. Results

Note that all imported items are imported as actuals.

2. Export data from accounting software

Export data from accounting software in .CSV and upload it to a File Transfer Protocol (FTP) in our format (contact support).

4. Import the file

1. Start your free trial

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

2. Export data from accounting software

Export data from accounting software in .CSV and upload it to a File Transfer Protocol (FTP) in our format (contact support).

3. Login and connect

Go to Chaser and connect with your FTP server.

4. Import the file

5. Results

Note that all imported items are imported as actuals.

Start your free trial



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Get your free trial today, or book a demo.

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