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.
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.
Functionality
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
Attachments
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.