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FinancialForce

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

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CSV UPLOAD OPTION

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-a

  • 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.
HOW IT WORKS

Spend less time managing your accounts receivables

Businesses spend too much time manually monitoring debtors and chasing late payments. Discover how Chaser's accounts receivables software can help solve this.

HOW IT WORKS

How to use Chase Import with FinancialForce

1

Start your free Chaser trial

Sign up for a 10-day free trial with Chaser just using your name and email address - no credit card required.

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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).

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3

Login and connect

Go to Chaser and connect with your FTP server.

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4

Import the file

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5

Results

Note that all imported items are imported as actuals.

Chaser-Chasefeed tablet screen shot showing upcoming chases - outstanding amounts and all recent events

Connect FinancialForce to Chaser with a simple CSV upload

Chaser connects to FinancialForce through Chase Import, Chaser's CSV upload option. Export your invoice data from FinancialForce, upload it to Chaser, and your chasing schedules run from the latest data. Upload as often as you like to keep reminders accurate. FinancialForce is not a direct integration.

Multiple chasing schedules with unlimited reminders
Emails sent from your own email address with your exact email signature
Automatically thank customers for payments
View all replies and responses to your reminders
See if and when payment reminders have been opened and who opened them
Escalated senders and recipients
Automate monthly statements
Insights into your customer’s payment behaviour
Customer payment portal
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financialforce
no-states Multiple chasing schedules with unlimited reminders
no-states Emails sent from your own email address with your exact email signature
no-states Automatically thank customers for payments
no-states View all replies and responses to your reminders
no-states See if and when payment reminders have been opened and who opened them
no-states Escalated senders and recipients
no-states Automate monthly statements
no-states Insights into your customer’s payment behaviour
no-states Customer payment portal
Chaser logo-orange-small-non-responsive
yes-states Multiple chasing schedules with unlimited reminders
yes-states Emails sent from your own email address with your exact email signature
yes-states Automatically thank customers for payments
yes-states View all replies and responses to your reminders
yes-states See if and when payment reminders have been opened and who opened them
yes-states Escalated senders and recipients
yes-states Automate monthly statements
yes-states Insights into your customer’s payment behaviour
yes-states Customer payment portal
SPEAK TO AN EXPERT

A 15-minute call could save you 60+ hours a month on receivables

Over 10,000 users worldwide rely on Chaser to get paid faster, protect their cash flow and maintain good customer relationships.

ROI CALCULATOR

Find out how much you will save with Chaser

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