Learn how to set chasing criteria. How to set a minimum chasing threshold and chasing before expected payment dates.
Last updated: August 23, 2024
The chasing criteria section provides three essential options for the Chaser's functionality: the expected payment date function and the minimum chase value.
To access chasing criteria, go to Manage > General:
Group invoices by reminder type and select frequency
Chaser offers 2 options related to how your invocies are groups when chasing multiple. See Multi-grouping for more information and guidance to decide which option is best for you.
Wait to chase invoices before any expected payment date.
Chaser offers a flexible configuration that allows you to set a specific date for invoice chasing. This setting can be adjusted on the invoice page and applied to all invoices. You can also set an expected payment date for an invoice on the receivables page, customer, or invoice tab. For detailed instructions, please refer to the expected payment date section.
Don't chase invoices with an outstanding balance below
When deciding whether to chase an invoice, you can specify a monetary value used as a minimum limit.
If you don't have a limit set, tick the checkbox to set a new one, or if you do, click edit to change it.
There will be a popup inviting you to enter a new minimum outstanding amount:
You can enter your desired value and click Apply to set all invoices with an outstanding amount less than the value you specified to be set as not chasing. A modal will appear asking you to confirm a new value.
Tracking invoices set to not chasing is now easier. Simply view the Not chasing tab on the Invoices page to see the list of these invoices.
To remove a limit, it's as simple as unchecking the relevant checkbox. Remember, this action won't affect your current invoices, but it will impact new invoices and any invoices that are updated within your accounting system.
You will set the limit in your base currency, but we understand that you may invoice customers in different currencies. In these cases, we will carry out automatic currency conversions.
While increasing or setting the limit may affect the chasing status of current invoices, decreasing the limit will not. If you decide to decrease your limit, you can move invoices back to chasing by visiting the Not chasing tab on the Invoices page, ordering by amount outstanding, and then clicking the Start chasing button for the relevant invoices.
The limit value will affect your accounting system's new and updated invoices. For example, if an invoice is marked as partially paid, such that the outstanding amount is less than your threshold, we will automatically set this so as not to chase it when the change occurs.