Send manual emails within Chaser outside of your set schedules.
Send manual email chases using 'Chase now', regardless of whether the customer or invoice status is set to chasing or not. You can chase now in a variety of ways.
Single invoices
Go to the Receivables page and select Invoice view or enter a specific customer tab. Click the three vertical dots next to the invoice you wish to chase. Select ‘Chase now’ from the dropdown.
Multiple invoices
Select multiple invoices belonging to the same customer using the tick boxes on the left-hand side on either the Invoice view or on a specific customer tab. Select Chase now from the blue bulk operation button that appears at the top left-hand side of the table.
All invoices
Chase all invoices belonging to a customer by selecting the ‘Chase now’ button at the top right-hand side of a customer tab. This will chase all unpaid invoices whether due or not.
*Please note: If your customer is missing a contact email address 'Chase now' will be disabled until you add this in your accounting system.
When chase now is selected a modal will open. The text box will automatically fill with the next scheduled template or multi-template. If there is no ‘Next scheduled chase’ this will autofill the first template on your list.
If you have selected both before and after due invoices, your normal templates may not apply so the chase now will display the invoice table instead.
From here, you can use the 'template' dropdown to choose an alternative template and edit the chaser as you see fit.
Attachments
Below the text box, you can choose to attach the relevant invoice or customer statement using the checkboxes. You can also choose to attach a file from your desktop using the ‘Attach File’ button or dragging and dropping files you wish to attach.
Attach file will open the upload modal from your computer. Select one or more files to send with your chaser.
- Files will upload if they are under 10MB in size.
- The following file types will not be allowed because they are considered dangerous:
| File Extension | Description | File Extension | Description |
| ADE | Microsoft Access Project Extension | MDB | Microsoft Access Application |
| ADP | Microsoft Access Project | MDE | Microsoft Access MDE Database |
| BAS | Visual Basic® Class Module | MSC | Microsoft Common Console Document |
| BAT | Batch File | MSI | Windows Installer Package |
| CHM | Compiled HTML Help File | MSP | Windows Installer Patch |
| CMD | Windows NT® Command Script | MST | Visual Test Source File |
| COM | MS-DOS® Application | PCD | Photo CD Image |
| CPL | Control Panel Extension | PIF | Shortcut to MS-DOS Program |
| CRT | Security Certificate | REG | Registration Entries |
| EXE | Application | SCR | Screen Saver |
| HLP | Windows® Help File | SCT | Windows Script Component |
| HTA | HTML Applications | SHS | Shell Scrap Object |
| INF | Setup Information File | URL | Internet Shortcut (Uniform Resource Locator) |
| INS | Internet Communication Settings | VB | VBScript File |
| ISP | Internet Communication Settings | VBE | VBScript Encoded Script File |
| JS | JScript® File | VBS | VBScript Script File |
| JSE | JScript Encoded Script File | WSC | Windows Script Component |
| LNK | Shortcut | WSF | Windows Script File |
| WSH | Windows Scripting Host Settings File |
Zip files can be attached but will not send if any of the file types listed above are contained in the zip. To check if a zip file has sent check the ‘delivery status’ of the chaser in your customer or invoice page.
An error will occur on sending if the combined size of all of your attached files (invoices and customer statement included) exceed 10MB. To resolve this, simply delete some of the attached files using the ‘x’ on the file name and try to send again.
Senders and recipients
Initially, the senders and recipients for your next chase will be selected by default.
You can edit which senders and recipients you would like by selecting ‘Edit’ and selecting the relevant buttons for to/from and cc:
Replace next chase
If you choose are sending a single invoice and choose not to edit the chaser, you can use the checkbox to send it in place of your next scheduled chase. To turn this functionality off and keep the same next chase, you can uncheck this option at the bottom of the Chase Now module. This is not available when sending multiple invoices:
Once you are happy with your edits and settings click ‘Send chaser’.