Reduce the number of invoices chased

Learning how to reduce the number of invoices chased can significantly aid you in avoiding

Last updated: October 03, 2024

Use the End of schedule function

The default schedule in Chaser when you first join has perpetual chasing switched on. This means customers and invoices in this schedule will be chased on an ongoing basis unless a repeat limit is set. Set a repeat limit or switch off the repeat option by ticking/unticking the relevant tick box and choosing a limit.

This avoids perpetually chasing invoices that have already been chased over an extended period, and are now unlikely to be paid via repeat chases. This reduces the number of invoices chased if you have a large number of aged unpaid invoices. You will receive an 'End of schedule' notification within your forewarns in addition to these being displayed on your ChaseFeed.

When an invoice reaches the end of its allocated schedule, escalate it to a debt collections agency. UK customers can use Chaser's in-house, 'no win, no fee' Collections service from the Collections page and within your Receivables area. Learn more here. 

Use intelligent schedules

Available with: 

• Standard plans
• Enterprise plans

You can set multiple schedules. Use the Payer ratings to help inform your approach and the schedule relevant customers should be in. Before-due reminders are great to encourage payment from bad payers. You may choose to remove these from your schedule for good payers. This means that a chase would not be sent if an invoice was paid on time, reducing the number of invoices chased.

Use monthly statements

Monthly statements don't count towards your invoice chasing quota, in the same way as Thanks for paying emails. You can send only monthly statements to certain customers, such as those that pay by direct debit via the Chaser payment portal (UK only) or another payment provider. Having monthly statements active in chasing schedules provides an overview of customers' accounts.