Chasing criteria

Expected Payment Dates

If you use Xero's Expected Payment Date field, for example to indicate that a customer has promised to pay an invoice on a specific day, then CHASER can be configured to not chase invoices until after that date has passed. This is a global setting available via Settings > General > Chasing criteria:

Regardless of this setting, chasers are always calculated relative to the invoice's Due Date rather than the Expected Payment Date, meaning that the first chaser sent for such invoices will typically not be the first in your schedule.

 

Chasing threshold

You can specify a monetary value that is used as a minimum threshold when deciding whether to chase an invoice.

To set this minimum threshold, navigate to Settings > General > Chasing criteria.

If you do not currently have a threshold set

Click the checkbox to set a new threshold:

This will bring open a popup inviting you to enter a new minimum outstanding amount:

Enter your desired value, and click ‘Apply’. This will cause all invoices with an outstanding amount less than the value you specified to be set as not chasing. A confirmation will appear asking you to confirm your new value:

You will set the threshold in your own base currency, but we understand that you may invoice customers in different currencies. In these cases, we will carry out automatic currency conversions.

Click ‘OK’ to confirm the change. You can now view the invoices that have been set to not chasing by viewing the ‘Not chasing’ tab on the Invoices page.

Note that while increasing or setting the threshold may affect the chasing status of current invoices, decreasing the threshold will not. If you decide to decrease your threshold, then you can move invoices back over to chasing by visiting the ‘Not chasing’ tab on the Invoices page, ordering by amount outstanding, and then clicking the ‘Start chasing’ button for the relevant invoices. Please see To start chasing an invoice for more help with this.

Note also that the threshold value will affect all new invoices and any invoices that get updated in Xero. For example, if an invoice is marked as partially paid, such that the amount outstanding is less than your threshold, then we will automatically set this to be not chasing when the change occurs. 

If you already have a threshold set

Click ‘Edit’ and follow the instructions above.

To unset your threshold

To unset a threshold, simply uncheck the relevant checkbox. As with decreasing the threshold, this action will not affect any of your current invoices, but will affect new invoices and invoices that get updated in Xero.

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