Schedule and manage Auto-calls in Chaser

How Auto-calls work

You can schedule automatic calls to remind customers about their outstanding invoices. The system reads from your call templates using text-to-speech. In order to amend your Auto-call templates you need to navigate to Manage > Templates > click into the relevant template.

Auto-calls will be made at your chosen time for any invoices to be chased using this method.

Customers will be contacted using the mobile phone number in Chaser, which is pulled from your accounting system, ERP, CSV or Chaser API.

Please note that we use the Mobile field in Chaser for Auto-calls, not the Phone field. If there is no number in the Mobile field, your forewarn email will alert you that there is missing information:

Schedule an Auto-call

Add Auto-calls to your schedules to ensure customers with overdue invoices are called at pre-set intervals. Navigate to Manage > Schedules and click Edit for your chosen schedule.

Click the plus (+) button in the before-due or overdue section.

Set the relevant days before/overdue when you wish for the auto-call to occur.

Select the relevant single and multi-templates and then click Save.

Customer responses

The system uses text-to-speech and cannot understand or interpret responses. Inform your customer at the start of the call that it is an automated message.

Cost of Auto-calls

Detailed pricing is available here.

International customers and country codes

To make phone calls outside your organization's region, add the country code to the phone number so the call can connect successfully. Some accounting systems allow bulk uploading of contacts. Using Xero, you can update all of your contacts in bulk using their import functionality.

Phone number used for calls

The phone number used is determined by the phone call destination

Handling returned calls

As this is not an active number for receiving calls, inform your customers in the automated message and provide details on how they can contact you directly by email or phone.

Redirecting customer callbacks

It is not currently possible to redirect callbacks to another number.

Odoo users

For Odoo users on version 18.2 or later, Odoo has removed the mobile number field. Chaser pulls through the number needed for Auto-calls from the mobile field, so currently this feature will be unavailable to these users. We're working on updating the integration with Odoo to overcome this change.

Related articles 

• Make and record phone calls in Chaser
• Editing a schedule