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Using Chaser software

Using Chaser software

Getting Started

Getting started with Chaser

5-step quick-start guide

Connecting Chaser with Xero

Connecting Chaser with QuickBooks Online

Connecting Chaser with Sage Business Cloud Accounting

Connecting Chaser with Dynamics 365 Business Central

Chase Import - Getting Started

Chase Import - Connecting your SFTP Server

Chase Import - Uploading into Chaser

Chase Import - Updating Data in Chaser

Connecting to the Chaser API

How to use Chaser API

Chase Import - Uploading invoice copies

Ensure your first chase is successful

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Receivables

Adding a payment plan

Customer tags

Invoice dispute marking

Receivables

Setting reminders in notes

Receivables: Invoice view

Chase now

Receivables: Customer view

Quick view

Customer page

Invoice page

Use the add note feature

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Schedules

Add and edit a schedule

Adding customers/invoices to a schedule

Managing your default schedule

Deleting a schedule

Multi grouping

Monthly statements

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Users

Adding / Deleting users

Manage: General

Editing customer statements

Setting credit limits

Chasing criteria

Email reminders

Email integration

Connecting Outlook, Exchange or any other mail provider to Chaser

Normal and Escalated Senders

Email formatting

Email settings: Senders, forewarn and signatures

Domain verification

Adding/ Deleting senders

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Chasefeed

Chasefeed: Outstanding / Overdue graph

Chasefeed: Upcoming chase

Chasefeed: Recent events

Chasefeed: Last scheduled chase

Organisations

Pausing / Resuming Chaser

Change your organisation's name

Switching / Adding organisations

Subscriptions

Subscribing to a plan

Understanding trial features in Chaser: What’s available and included in the trial?

Your account

Two-Factor Authentication (2FA)

Changing your password

Using the notifications panel

Changing notification settings

How can I reduce the number of invoices chased each month?

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Reports

Day Sales Outstanding (DSO) graph

Customer Insights report

Risk report

My Organisation report

Use revenue forecast

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Timings

Chase time

Templates

Templates

Payment Portal

Payment Portal

Introduction to Chaser Pay

Use Chaser Pay for payments

Connecting your Stripe account

Chaser Pay onboarding support

Direct Debit (BACs, ACH and SEPA)

Charge stripe processing fees to your customers

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Credit Checking

Credit Checking

SMS reminders

SMS chasing

Call reminders

Call reminders

Late payment predictor

Late payment predictor

Payer rating

Payer rating

Support

How do I stop or pause chasing?

Chaser no longer supports Internet Explorer

Browser compatibility

Getting help

Sending feedback

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Zapier integration

How to connect Chaser with Zapier

How to connect Chaser with Zapier using spreadsheets

A troubleshooting guide for Chaser-Zapier integration

Phone calls

Making phone calls in the Chaser app

Auto-calls

Set up auto-calls

Letters

Send a letter using Chaser

Monthly statement

Send Thanks for paying emails