Add and edit schedules

Learn how to create, edit and remove schedules.

Last updated: October 03, 2024

You can create and edit your chasing schedule(s) under Manage > Schedules.

Create a Schedule

• Select New schedule

• Choose the name of your schedule.
• Decide 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 structure. 

• Click Create Schedule
• Then, click the schedule, which now shows on the screen as a tile, to edit it.
• You can add a chaser (an automated email or SMS) from your templates to a schedule using the + button below the section to which you wish to add it. Sections are before due, after due, or paid.
• Select your chosen chasing method (e.g. email, SMS, Letter, Auto-call, Call reminder).

This will open some options to personalise the chaser:

1. Select how many days before or after the chaser's due date should be triggered. Once an invoice reaches this age, the associated chase will be sent on the next scheduled chase day.
2. Select the 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 elected escalated sender's email. Select who in your customers' organization will receive the chaser (Learn about regular and escalated recipients here.
4. Confirm this chaser and add it to your schedule or cancel the addition of this chaser.

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

Create a repeating chaser

You can create a repeating chaser by selecting your final chaser in the overdue section. 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 chaser will repeat by checking the Repeat limit box and entering a quantity. If you want this chaser to repeat indefinitely, leave this box unchecked.

Repeating Chasers are only available on Email, SMS and Auto-call,

Delete a chaser

You can delete a chaser by clicking anywhere on a chaser’s row to open the edit tab and selecting Delete.

Paid chasers

If a paid chaser 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 statemet chase time setting.  

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

Thank you for paying messages will be sent for invoices which are fully paid set to be chased and for invoices set to not chase if their 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 chaser, scroll to the bottom of your schedule and select the +. Personalise this with your Thank you for paying and Thank you for paying multiple templates.

Thanks for paying messages are not supported for customers using Chaser API or Zapier. For customers using Chasers Chase 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.