Check which invoices will be chased next on your Chasefeed and which ones can’t.
Last updated: September 06, 2024
The Upcoming Chase module on your Chasefeed summarises the total number of invoices and amounts planned for the subsequent chase.
You can view the date and time of the upcoming chase at the top right of the module. To help chases appear personalised, they are sent with the next 60 minutes after the chasing time selected rather than at the exact hour.
Your system converts all monetary amounts into the base currency of your accounting system. In this box, click the blue text detailing invoice counts to view the filtered list of invoices for the relevant section.
Missing names
This section displays invoices scheduled to be chased that are missing a contact's first name. Instead of a name, there is a space as the Placeholder. If you do not want a space or the name to be blank, add a name to this contact in your accounting system, then click Sync to update Chaser.
Will not be chased
Chaser cannot chase the invoices in this section as they are missing critical details or have reached the end of your schedule. Rectify these issues before the upcoming chase time to include these invoices in your chase.
Missing email
You can only chase an invoice missing an email address by email once you add an email address for the relevant contact in your accounting system. View the list of invoices by clicking the blue text. Add an email to this contact in your accounting system, then click Sync to update Chaser.
Missing/invalid mobile
You can only chase invoices by SMS if the number is valid for the relevant customer in your accounting system. View the list of invoices by clicking the blue text. Add a telephone number to this customer in your accounting system, then click Sync to update Chaser.
End of schedule
When the schedule is complete, Chaser will no longer chase the unpaid invoices left in the schedule. You can set up a new schedule for these invoices or escalate these invoices for further action, such as to a debt collection company. UK customers can make use of Chaser's in-house Collections service. Alternatively, you can set repeating chases.
Monthly statement
View when Chaser sends Monthly statements in a separate banner to the Upcoming chase module. The Monthly statement banner will appear above the Chasefeed modules before Monthly statements are due to be sent.
