How to use your Chaser demo organization

Follow along with our easy guidance and get chasing in minutes

Last updated: September 09, 2025

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Try Chaser using dummy data without connecting your accounting or enterprise resource planning (ERP). 

  1. Sign up now for a 10-day free trial—no payment details needed.
  2. Check for your confirmation email. Once it arrives, create your password and log in to Chaser.
  3. Select “Demo organisation” from the options:

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4. Name your organization

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5. Select the country, currency and time zone for your organization

  1. The country will determine whether you have access to specific features such as Chaser Collections and Chaser Pay

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6. Select Confirm

The demo organization is populated with dummy data to allow you to experience Chasers key functionality without needing to connect your accounting system or ERP. 

Send a chase

All recipients in the Demo organization use the creator's email address, meaning you can send a chase to your email and see what will be sent to your customer. Follow the steps to send yourself a Chase now or a scheduled chase in your demo organization. 

Chase now

  1. Go to your customer list 
  2. Select a customer
  3. Choose Chase now

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4. Select your template from the drop-down.

5. Select Send. 

Scheduled chase

  1. Go to your Schedules page and select an existing one that includes customers.
  2. Add a step to the workflow that will trigger a chase for one or multiple invoices in your account (review the overdue days on the invoices).

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  3. Set your desired chase time.


Your chase should be sent to your email within a few minutes of your selected chase time.

In the demo organization, all chases will be sent from support@chaser.io using Chaser's email integration functionality. Once you subscribe, you can connect your email account (Core and Complete subscriptions) or verify your domain. This means the emails will look like they are sent directly from you.


View Collections notes

Go to Collections (in progress) and review the invoice history on the invoices to see examples of Chaser Collections notes.

Limitations

Within your demo organization, some Chaser features are limited. These become available once you take out a paid subscription