Create a chaser

Creating chasers is possible by clicking the  arrows. The position of the arrows determines where it is possible for that chaser to be created - chasers cannot be created between two consecutive days, for example.

At the moment your maximum number of before due and after due chasers is 10.

Edit a chaser

Editing a chaser is done by clicking on it. A popup appears where you can make changes. You can edit when the chaser will be sent ('day after due date'), the template/multi template, and which senders and recipients the chaser is sent too (normal & escalated). Clicking ‘Apply’ will save the changes of the selected chaser.




Remove chaser(s)

  1. Select the chaser(s) by clicking the checkbox(es)

  2. Click ‘Delete’

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