The 'Chase now' functionality allows you to send a chase email outside of your standard timings, regardless of whether they are marked as chasing or not chasing.
- To find the chase now button for a single invoice, go to the Receivables page > Invoice view and click the three grey dots next to the invoice you wish to chase. ‘Chase now’ will appear as an option in the dropdown:
- To ‘chase now’ multiple invoices belonging to the same customer use the bulk selector on the left-hand side.
- To chase now all invoices belonging to a customer, go to the customer tab and use the three-dot menu on the right-hand side; select ‘Chase now’.
*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.
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|
|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’.