Learn how to edit your Normal and Escalated senders from an organization and schedule level
Last updated: November 20, 2025
To edit which senders are used within a specific schedule, navigate to Manage > Schedules > click into the relevant schedule. You can edit within each individual chase whether a Normal or Escalated sender is used by clicking into the relevant row. You will see a tick box to specify an Escalated sender, if this is left un-ticked then a Normal sender will be used.
To edit who is considered a Normal versus an Escalated sender on an organization level, go to Manage > Sending > Senders.
By using the Normal and Escalated column you can decide which senders are relevant based on the severity of the overdue invoice. You can also select someone to be copied into emails by selecting the CC tick box.
If you have just one sender, simply select the same contact as both the Normal and Escalated options to send them all communications.
To find out more about adding senders to your organization, visit our Help Guide article here.
Related articles