Update your email settings

Last updated: December 23, 2024

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Email settings: Senders, forewarn and signatures.

Add and edit signatures

To edit your email settings go to Manage > Email. Click Edit next to the sender:

Under Signature, there is a text box, enter your preferred signature.

Click the image button to add a logo or email footer, or drag-and-drop an image from your computer.

A separator "--" appears between the body and signature in emails that are sent using Chaser. This cannot be removed.

Forewarn

Selecting Forewarn for a sender means that reminders will be sent to their email address in the 24 hours before any automatic chasers or statements are sent out. It also means that the sender is informed weekly about invoices that have reached the end of their schedule; i.e. invoices that are no longer eligible to be chased automatically.

These forewarns for chasers are sent at the following times in your organization's timezone:

5 am - regarding chasers due to be sent between 7 am and 5 pm today
10 am - regarding chasers due to be sent between midday today and 7 am tomorrow
3 pm - regarding chasers due to be sent between 5 pm today and midday tomorrow

Statement reminders are sent out one and three days before the statement is due to be sent at 8 am.

To enable forewarning:

Click the checkbox next to the relevant sender in the Forewarn column
Click Save

Setting normal and escalated senders

You can use escalation by setting normal and escalated senders. These can be then selected for each chaser in a schedule, so you can personalise how the escalation is set.