View your customers and outstanding invoices

Access your Receivables page via the main navigation bar on the left-hand side in Chaser to view your customers and invoices. 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 or Invoices.

The customer view displays all active customers within your accounting system. Once you have navigated to a specific customer you can view summary information about overdue and outstanding balances, an invoice sub-table, communication history including chases and notes, 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 Compact plan or higher.

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.

The fields that download are shown below:

Customer page

Invoice page

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