Access your Receivables page to view all the receivables and invoices exported from your accounting system.
Last updated: January 27, 2025
Access your Receivables page via the main navigation bar on the left-hand side in Chaser to view your customers and invoices as exported from your accounting software. When viewing customer and invoice-specific pages from the Receivables tab, you can also view their chasing and communications history. You can view by Customers (default) or Invoices.
Select either the Customers or Invoices view using the tabs.
The customer view displays all active customers within your accounting system. You can view summary information about overdue and outstanding balances, an invoice subtable, communication history including chases and if the email has been opened, and customer details.
Customer list
There are three different views available when viewing your customer list. General, Detailed and Risk. The General view is available to all Chaser customers regardless of their subscription option, the Detailed and Risk views are available to customers on a Standard plan or high.
These views include key details about your customers
Field | General | Details | Risk |
Customer Name | ✓ | ✓ | ✓ |
Payer rating | ✓ | ✓ | ✓ |
Overdue amount | ✓ | ✓ | ✓ |
Outstanding amount | ✓ | ✓ | ✓ |
Schedule | ✓ | ✓ | ✓ |
Average days to pay | ✓ | ✓ | ✓ |
Customer Status | ✓ | ✓ | ✓ |
Oldest debt (days) | x | ✓ | ✓ |
Last payment date | x | ✓ | x |
Reply rate | x | ✓ | x |
Last reply date | x | ✓ | x |
% of overdue debt | x | ✓ | ✓ |
Credit limit | x | x | ✓ |
% of credit limit used | x | x | ✓ |
Learn more in the Customer view video.
Invoice list
By default, the Invoices view displays all outstanding invoices. Use the Paid filter to see paid invoices. Learn more in our Invoices view Help Centre article.
Export
You can download your customer or invoice information by clicking Export on the relevant page. This will download the information as an XLSX file.
The fields that download are shown below:
Customer page
Invoice page