'Upcoming Chase' Module

'Upcoming Chase' Module

The 'Upcoming Chase' module displays summary information about the chasers due to be sent out on your next chase day.

All monetary amounts are converted into your accounting systems' base currency.

 

  • 'Missing names' are any invoices that are scheduled to be chased but are missing a contact's first name. This won’t stop a chaser going out but it will mean no name is entered in the body of the email and the placeholder will be replaced with a blank space. You can add a name to this contact in your accounting system. To navigate to the relevant page select the 'X invoices' hyperlink and click the alert symbol next to the customer's name. 

It will also flag any invoices that cannot be chased in the 'Will not be chased' section. this can occur for one of two reasons

  • 'Missing email addresses' are the invoices that are scheduled to be chased but cannot be chased until an email address is entered for the relevant contact in your accounting system. You can navigate to the relevant contact in your accounting system by selecting the 'X invoices' hyperlink and clicking the alert symbol next to the customer's name. 
  • 'End of Schedule' refers to invoices that will no longer be chased because there are no further chasers on their schedule. To avoid this, you can set repeating chasers, read more about repeating chasers here

 

Any text highlighted in blue is a  hyperlink and will link directly to the Receivables invoice tab showing you which invoices are being referred to.

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk