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How to use Chaser
Account & Setup (Getting started)
Free trial
Tour / Quick start guide
Setup task list
Settings
Subscription
Browser compatability
Privacy and security
How to use Chaser
Chaser Pay
Collections
Credit check
Dashboard
Email
Payment portal
Receivables
Reports
Schedules and templates
Manage (Setup)
SMS reminders
Tips & tutorials
Tips
Video tutorials
Troubleshooting & support
Support
Troubleshooting
Integrations & APIs
Accounts IQ
Chase import
Dynamics 365
Open API
QuickBooks Online
Sage Business Cloud Accounting
Sage 200
Sage 50
Zapier
Xero
Partners
How to sign up
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Help center
How to use Chaser
Account & Setup (Getting started)
Free trial
Tour / Quick start guide
Setup task list
Settings
Subscription
Browser compatability
Privacy and security
How to use Chaser
Chaser Pay
Collections
Credit check
Dashboard
Email
Payment portal
Receivables
Reports
Schedules and templates
Manage (Setup)
SMS reminders
Tips & tutorials
Tips
Video tutorials
Troubleshooting & support
Support
Troubleshooting
Integrations & APIs
Accounts IQ
Chase import
Dynamics 365
Open API
QuickBooks Online
Sage Business Cloud Accounting
Sage 200
Sage 50
Zapier
Xero
Partners
How to sign up
How to use Chaser
Using notification panel
Call reminders
Chaser Pay
Set up Chaser Pay
Chaser Pay onboarding support
Collect payments using Chaser Pay
Collections
Escalating
Collections page
Credit check
Credit checking
Dashboard
Understand the Outstanding and Overdue Graph
Recent events
View the details of your preview chases.
View your upcoming chase
Use revenue forecast
See more
Email
Customize your emails
Update your email settings
Connect your email to Chaser
Activate domain verification
Send a reminder for multiple invoices
Add or delete senders
Normal and Escalated Senders
See more
Payment portal
Activate your payment portal
Connect Stripe
Receivables
Customer page
Direct Debit (BACs, BECs, ACH and SEPA)
Mark disputed invoices
Invoice page
Set up a payment plan
Quick view
Send manual email chases using Chase now
Make notes on your debtors
Categorize customers using customer tags
Predict late payments
Use payer ratings
Set reminders in notes
View your customers and outstanding invoices
See more
Reports
Day Sales Outstanding
Customer Insights
Risk report
Organisation report
Schedules and templates
Deleting a schedule
Manage your default schedule
Create and manage templates
Adding customers/invoices to a schedule
Add and edit schedules
See more
Manage (Setup)
Editing customer statement
Setting credit limits
Chasing criteria
Understand monthly statements
Set chasing times
Charge stripe processing fees to your customers
Make and record phone calls in Chaser
Schedule and manage Auto-calls in Chaser
Send a letter using Chaser
See more
SMS reminders
Activate SMS reminders
