Add and edit schedules

You can create and edit your chasing schedule(s) by navigating to Manage > Schedules.

Create a Schedule

• Select New Schedule.

• Decide the name of your schedule.
• Choose whether to start from scratch with a No base/blank schedule or choose an existing schedule from the drop-down to begin with a pre-set workflow. 

• Click Create Schedule

Edit a Schedule

• Navigate to Manage > Schedules.
• Click into the schedule to edit it.
• You can add an email, SMS, auto-call or letter chase template to a schedule using the + button. The chase workflow is split into three sections; Before Due, Overdue, and Paid.
  
  

1. Select how many days before or after the chase's due date that the chase will be triggered. Once an invoice reaches this age, the associated chase will be sent on the next scheduled chase day.
2. Select the relevant single and multi templates.
   1. If the customer only owes one invoice the single templates will be used.
      
      
   2. If the customers owes multiple invoices, which are eligible to be chased, they will be chased using the multi-template.
3. Select if this chase should be sent from your escalated sender's email or to the escalated recipient by marking the relevant tick box.
4. Click Save.

*Multiple invoices are grouped in chases to give the emails a more human feel. Read more about how this works and how to optimise your grouping here.

Create a repeating chase

You can create a repeating chase by selecting your final chase in the overdue section, you can only repeat an email, SMS or auto-call. Then enter the frequency with which you would like this to repeat in the Repeat every X days section.

You can also choose how often this chase will repeat by checking the Repeat limit box and entering how many times you wish for it to repeat. If you want this chase to repeat indefinitely, leave this box unchecked.

Delete a chase

You can delete a chase by clicking into the chase within the schedule and selecting Delete Chaser.

Paid chases

If a paid chase is on schedule, an email or SMS thanking the customer for paying will be sent automatically on the next weekday as per your Thanks for paying/Monthly statement chase time settings.  

Thanks for paying emails will be sent the next working day after the payment was made, at your selected time. 

Thanks for paying messages will be sent for invoices which are fully paid, set to be chased, and for invoices set to not chase if the associated customer is set to chase. Even if you do not wish to chase the invoice before it has been marked as paid, an acknowledgement of the payment will still be sent to your customer on your behalf once it has been marked as paid. Thanks for paying messages will not be sent for partially paid invoices.

To add a paid chase, scroll to the bottom of your schedule and select the + button. Personalise this with your Thanks for paying single and multi templates.

Thanks for paying messages are not supported for customers using Chaser API or Zapier. For customers using Chaser's Import integration, payment files must be uploaded to send thanks for paying messages, as well as the invoices being marked as fully paid in the invoices file. 

Select different senders for your schedules

Selecting senders per schedule means that any emails for customers or invoices associated with the schedule will be sent from the settings specified here. 

To set this up

1. Go to schedules and select any schedule.
2. Select Edit senders.
3. Choose the senders that you want to send reminders from for the schedule, as well as anybody you'd like to have CC'd as well.

Your default Senders will be used from Manage > Sending > Senders if specific senders have not been selected for a schedule.

If you require additional Email Integration users, contact support@chaserhq.com.