Chase now

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.

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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.

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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.

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NB: 'Chase now' will be disabled if a customer email address is missing. Update this in your accounting system then hit ‘Sync now’ to resolve this.


Select Chase now in any of the above ways and a popup will open. Select which template you would like to send from the dropdown and edit if needed. 

The text box automatically fills with the next scheduled template. If there’s no scheduled chase it autofills with the first template on your list.

Selecting both before and after due invoices means your normal templates may not apply. The invoice table will be added instead.


Use the 'template' dropdown to choose an alternative template and edit the chaser as you see fit.

How to use Chase now


Attach the relevant invoice or customer statement using the checkboxes below the email copy. 

Choose to attach a file from your desktop using the ‘Attach File’ button, or drag and drop files from your file system.

‘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 won’t attach as they’re 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. Check if a zip file has sent by checking the ‘delivery status’ of the chaser in your customer or invoice page.

An error will occur on sending if the combined size of all attached files exceeds 10MB. This includes invoices and statements. Delete some of the attached files using the ‘x’ on the file name and try to send again.

Senders and recipients

The sender and recipient are selected by default as per the next scheduled chase criteria.

Edit these by clicking ‘Edit’ in the sections below and selecting the correct email addresses.

Replace next chase

Select the tickbox to send your ‘Chase now’ in place of your next scheduled chase when chasing a single invoice without editing the copy. Uncheck this option at the bottom of the Chase Now module if you want the next scheduled chase to go out. This is not available when using ‘Chase now’ for multiple invoices:

Click ‘Send chaser’ when ready to send.