Schedule and manage Auto-calls in Chaser

Learn how to add Auto-calls to your schedule and understand how the Auto-calls works.

Last updated: January 07, 2025

Available with any of the following subscriptions, except where noted:

• Basic
• Standard
• Professional
• Enterprise
  
  Exclusions: Registrations via the Xero App Store
  
  

Schedule a call reminder

Add Auto-calls to your schedules to ensure customers with overdue invoices are called at pre-set intervals.

Edit your chosen schedule.

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

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

Select the single and multi-template (this will be used as a script for your Auto-call).

Save changes

How Auto-calls Work

With Auto-call, you can schedule automatic calls to remind customers about their outstanding invoices. The system reads from your call templates using text-to-speech. Log into your Chaser account to access and personalize Chaser's default templates to match your tone and preferences.

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 the accounting system or ERP. For customers using our CSV or Chaser API integrations, send your mobile numbers using these methods.

On the Auto-call page of the Chaser website, you can listen to a sample Auto-call message to see how it would sound for your customers. If you already have a Chaser account, you can preview any existing Auto-call template by selecting your template and using the preview feature.



If your customer does not answer but has a voicemail set up, a message will be left, a message will be left. All calls made using Auto-call will be visible in the history of the relevant invoice and customer.

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.

Related articles 

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