Create and manage templates

Templates are an important part of your Chaser workflow, and they feed directly into your schedules to automate chasing. Chaser offers a range of suggested templates for each chase method, serving as a valuable starting point.

To access templates, go to Manage > Templates.

Templates are separated into single and multi to ensure the correct communication is sent regarding your customers outstanding invoices.

• Single templates are sent when one invoice is being chased.
• Multi templates are sent when invoices are grouped to chase together. Find out more about multi-templates and how invoices are grouped here. 
• Statement templates are sent when a monthly statement is triggered.

Create a new template
To create a new template, click the plus button:

Choose to start a new template from scratch or to base your template on an existing one.

Select Create template to navigate to the template builder page.

You can now edit the body of the template and use the placeholders provided to create a chase template, ensuring you're happy with the wording

Placeholders

Placeholders will automatically pull in the relevant details associated with the specific placeholder used. Hover over a placeholder in the list for further information about that placeholder. You will notice there are different placeholders available to you depending on whether you are editing a single or multi template.

To insert a placeholder, select it from the menu on the right or type "<" followed by the placeholder name you are looking for.

Adding attachments

You can attach a copy of the invoice and customer statement for single and multi-email templates using the tick boxes underneath the template editor.

Select which attachments you want to include with the template by ticking the relevant tick box, then click Save template.

In statement templates, it's important to note that customer statements are attached by default.

If you're using a multi template and attach copy invoice is selected, each invoice referenced will be attached to the email.

Attachments can also be sent with Thanks for paying emails. If the customer has just paid their last invoice, the statement will show that there are no outstanding invoices.

To preview a template with placeholders select the Preview button in the top right-hand corner.

You can also preview a template from the previous page by clicking the three grey dots.

Send a test chase

For email, you can send a test chase after clicking the Preview button.

This will allow you to view your template and formatting as your debtors would. Click the send test email in the bottom right corner of the preview modal to send a chase to the signed-in user. 

Editing a template

To edit an existing template select Edit on the template selection page.

Deleting a template and additional options

Using the three dots in the top right corner of the Edit template page you can choose to Duplicate, Rename or Delete a template.

You cannot delete a template which is being used within a schedule. To delete a template included in a schedule you must first remove them from all schedules. To check which schedules these templates are used in check Schedules at the bottom of the template editor screen:

From here you can navigate to the schedule and remove any templates.

Related articles

• Invoice page
• Chasefeed: Upcoming chase
• Setting reminders in notes