Get started using Chaser

Learn how to customise your settings within Chaser to personalise your account and prepare to send your first chases.

Last updated: July 24, 2024

 

 

Get your invoices paid on time, automatically, in just minutes with Chaser:

  1. Sign up now for a 14-day free trial—no payment details needed. Just your details here.
  2. Check for your confirmation email. Once it arrives, create your password and log in to Chaser.
  3. Connect seamlessly to your accounting system. Select from the options, enter your user credentials, and Chaser will sync with your accounting data in two lightning-fast minutes.
  4. Dive into action with this 5-step quick-start guide—easy instructions await.

    Or, go with Chaser's default settings:

  5. Set a weekly chase time, use the recommended chasing times to determine the best time to send reminders to your customers.
  6. Enable forewarns to receive advance notices of upcoming chasers, empowering you to delay or disable them for specific customers.
  7. Chase invoices one week before they're due, one day after they're due, and every seven days after that until payment.
  8. Combine multiple chasers for the same customer on the same day into at most two messages: one for before due and one for overdue ones.t
  9. Send Thanks for paying  emails or SMS upon invoice settlement.
  10. Ready to chase? Just hit Start chasing to kick things off!