Using placeholders

Placeholders are used with your templates to ensure the Chaser emails sent out have the accurate information from your bookkeeping system. They are grouped together in 3 different categories. To access placeholders go to settings > templates > select template

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  • Placeholders - are universal and can be used in any template and relate to information and settings in both Chaser and the bookkeeping system. 
  • Single placeholders - are for templates that will be used to chase a single invoice. They cannot be placed together with Multi placeholders.
  • Multi placeholders - are for templates that will be used to chase more than one invoice. They cannot be placed together with Single placeholders. 

Hovering over a placeholder in the list on the right hand side provides further information about that placeholder.


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You can insert a placeholder in the Subject line or Text of your template in either of the following ways:

  • Typing “<” followed by the placeholder’s name and then selecting it.

  • Double clicking the relevant placeholder in the right hand side list. This inserts the placeholder where the cursor is in the Subject line or Text boxes.

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To preview your edited email template select preview and view it here. Placeholders are highlighted in bold.

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If you have any questions we're always ready to help via support@chaserhq.com or you can check our Help Centre at any time.

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