Receivables

Send manual emails within Chaser outside of your set schedules.

Last updated: August 23, 2024

Send manual email chases using Chase now, regardless of whether you have set the customer or invoice status to chase. You can chase now in various ways.

Chase a single invoice

Go to the Receivables page, select Invoice view, or enter a specific customer tab. Click the three vertical dots next to the invoice you wish to chase. Select Chase now from the dropdown.

Or select Chase now on the invoice page

Chase multiple invoices

Use the tick boxes on the left-hand side of either the Invoice view or a specific customer tab to select multiple invoices belonging to the same customer. Select Chase now from the blue bulk operation button at the table's top left-hand side.

Chase all outstanding invoices

You can chase all invoices belonging to a customer, including overdue and before-due, by selecting the Chase now button at the top right-hand side of a customer page. Chaser will now chase all unpaid invoices, whether due or not.

Chase now will be disabled if a customer email address is missing. Update this in your accounting system, then hit Sync now to resolve the issue.

Functionality

Select Chase now in any of the above ways, and a popup will open. Select which template you want to send from the dropdown and edit it if needed. 

The text box automatically fills with the following scheduled template. If there’s no planned chase, it auto-fills with the first template on your list.

Use the template dropdown to choose an alternative template and edit the email copy and subject as you see fit.

Senders and recipients

Chaser selects the sender and recipient by default per the following scheduled chase criteria.

Edit these by clicking Edit in the sections below and selecting the correct email addresses.

Replace next chase

Tick the box to send your Chase now instead of your next scheduled chase when chasing a single invoice without editing the copy. Uncheck this option at the bottom of the Chase now module to send the subsequent scheduled chase. This feature is not available when using Chase now for multiple invoices:

Attachments

Attach the relevant invoice or customer statement using the checkboxes below the email copy. 

Choose to attach a file from your desktop using the Attach File button, or drag and drop files from your file system.

Open the upload model from your computer by clicking Attach file. Select one or more files to send with your chaser. Files must be under 10MB in size. Zip files can be attached but not sent if they contain any of the above file types. Check if a zip file has been sent by checking the delivery status of the chaser in your customer or invoice page.

If you encounter an error message upon sending, the combined size of all attached files likely exceeds 10 MB. This includes invoices and statements. You can quickly resolve this by deleting some of the attached files using the 'x' in the file name. Once you've done that, try to send it again.

Chaser blocks the following potentially unsafe documents: