Set chasing criteria

To access chasing criteria, go to Manage > General:

Group customer invoices by reminder type and select frequency

Chaser offers 2 options related to how your invoices are grouped when chasing multiple. See Multi-grouping for more information and guidance to decide which option is best for you. 

Invoices will not be chased prior to their expected payment date.

You can put an expected payment date within Chaser against a specific invoice if you know when a debtor is paying. To do this, navigate to Receivables > Invoices and input the date in the column titled Expected.

If this option is ticked and a date has been input within this column, no chasing will take place for that invoice.

Invoices will not be chased with a balance less than

You can specify a monetary value used as a minimum limit when chasing invoices.

If you don't have a limit set, tick the checkbox to set a new one or click edit to change the existing value.

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. 

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 the limit, this 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 to Not chasing when the change occurs.