Learn how to navigate the Chaser Collections page.
Last updated: August 23, 2024
The Collections page is your hub for escalating invoices and monitoring your collections.
At the top of the page, there are three modules with information about your collectable invoices.
- Collections ready: This section represents a sum and tally of invoices that meet Chaser’s criteria in order to be raised to Collections. You can find the criteria and pricing matrix for our Collections service on the pricing page. These suggestions aim to assist you in identifying invoices that may benefit from collection efforts. However, you retain the discretion to escalate any invoices you deem appropriate.
- Collecting: Here, you'll find the value and tally of invoices you have escalated to collections. The collections team has accepted these invoices and is currently processing them.
- Collected: This section displays the sum and tally of all invoices that have successfully undergone the collections process and have been paid. Additionally, you'll find an indication of your collection progress over the past week, represented by the arrow indicator on the right.
Filtering invoices: When selected, the invoice tally serves as a filter on the collections page, displaying only the relevant invoices.
Search functionality: Just like in Receivables, use the search bar on the Collections page to quickly find a specific invoice or customer.
Overdue tab
The Overdue tab displays a comprehensive list of all your overdue invoices, including a column indicating the number of days past their due date, the outstanding amount for each invoice, and the optional collection fee should you decide to escalate any individual invoice.
When hovering over the Single Invoice Fee field, a tooltip will appear, indicating the maximum fee in GBP for collecting that particular invoice. This fee will be charged upon receipt of payment for the collected invoice.
To potentially reduce fees, you can access lower rates by selecting multiple invoices from the list on the left and choosing Collect X Invoices.
Upon selecting Collect for an invoice, it will be marked as In Progress and Collecting once accepted by the collections team and subsequently moved to the In Progress tab.
In progress
This tab shows the invoices that you have selected to collect. It also denotes the same information as the Overdue tab (overdue days, outstanding amount, and agreed invoice fee).
Use the three-point menu on the left to cancel the collection for any invoice that is currently Pending.