Receivables
      Back to home
      1. Help center
      2. How to use Chaser
      3. Receivables

      Manage all outstanding invoices from the Invoices tab

      Filter, sort and manage all outstanding invoices from the Invoices tab on your Receivables page.

      Last updated: November 28, 2024

      Frame 1707480122 (1)

      You can access a specific invoice page via the Receivables > Invoices list or the specific Customer view by clicking on an invoice number.

      image117

      View up-to-date invoice information including:

      • Customer
      • Chasing status
      • Expected payment date
      • Schedule
      • Initial value
      • Outstanding value
      • Chasing history including sent and received emails and notes

      Choose of the following actions:

      For Xero users

      Your expected payment date will be pushed into Xero and saved against the relevant invoice unless:

      • The invoice has a part payment, prepayment or credit note applied against it within Xero.
      • You created the invoice within an active lock period in Xero.
      • Therefore, the expected payment date will revert to the original scheduled payment date after being saved in Chaser and will not push through into Xero.


      How to add notes

      Add notes straight from this screen.

      Notes remain attached to invoices until the invoice has been paid.

      Select the Add Note button and enter your comments in the note modal.

      Click Save note to confirm. Set a reminder notification using the calendar option.

      For your convenience, you can attach a note to multiple invoices in one go. Use the dropdown menu under Attach invoices and select the relevant invoices. This feature saves you time and effort, making invoice management more efficient.

       

      image192

      View invoice history

      You can view all invoice history, including notes, automated and manual chases, monthly statements, and thank you for paying emails and customer responses regarding this invoice. You can also consult the conversation history at any time. 

      View the details of each event by clicking on the row you would like to expand.

      image251