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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
Dashboard
Receivables
Chaser Pay
Collections
Credit check
Reports
Manage (Setup)
Tips & tutorials
Tips
Video tutorials
Troubleshooting & support
Support
Trouble shooting
Integrations & APIs
Open API
Accounts IQ
Chase import
Dynamics 365
Sage Business Cloud Accounting
QuickBooks Online
Xero
Zapier
Sage 50
Partners
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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
Dashboard
Receivables
Chaser Pay
Collections
Credit check
Reports
Manage (Setup)
Tips & tutorials
Tips
Video tutorials
Troubleshooting & support
Support
Trouble shooting
Integrations & APIs
Open API
Accounts IQ
Chase import
Dynamics 365
Sage Business Cloud Accounting
QuickBooks Online
Xero
Zapier
Sage 50
Partners
How to use Chaser
Using notification panel
Call reminders
Dashboard
Chasefeed: Outstanding / Overdue graph
Recent events
View the details of your last sent automated chase.
View your upcoming chase
Use revenue forecast
See more
Receivables
How to navigate the Receivables tab
Chase now
Customer page
Customer tags
Direct Debit (BACs, BECs, ACH and SEPA)
Mark disputed invoices
Invoice page
Late payment predictor
Payer rating
Set up a payment plan
Quick view
Send manual email chases using Chase now
Make notes on your debtors
Categorize customers using customer tags
Set up Direct Debit
Manage all outstanding invoices from the Invoices tab
Predict late payments
Use payer ratings
Set reminders in notes
How credit notes are displayed in Chaser
View your customers and outstanding invoices
See more
Chaser Pay
Introduction to Chaser Pay
Set up Chaser Pay
Chaser Pay onboarding support
Collections
Escalating
Collections page
Credit check
Credit checking
Reports
Day Sales Outstanding
Customer Insights
Risk report
Organisation report
Manage (Setup)
Editing customer statement
Setting credit limits
Chasing criteria
Add and edit schedules
Adding customers/invoices to a schedule
Default schedule
Delete a schedule
Multi-grouping
Monthly statement
Email integration
How to connect your email with Chaser
Normal and Escalated Senders
Email settings
Domain verification
Adding/ Deleting senders
Chase times
Templates
Payment Portal
SMS Chasing
Making phone calls in the Chaser app
Set up auto-calls
Charge stripe processing fees to your customers
Send a letter using Chaser
Make and record phone calls in Chaser
Schedule and manage Auto-calls in Chaser
Send a letter using Chaser
Organize your schedule by sender hierarchy
Customize your emails
Activate domain verification
Add or delete senders
Create and manage templates
Activate your payment portal
Connect Stripe
See more
