Chase Now

Chase Now

The 'Chase Now' functionality allows you to send a chase email outside of your standard timings, regardless of whether they are marked as chasing or not chasing.

  • To find the chase now button for a single invoice, go to the Receivables page > Invoice view and click the three grey dots next to the invoice you wish to chase. ‘Chase Now’ will appear as an option in the dropdown:

  • To ‘chase now’ multiple invoices belonging to the same customer use the bulk selector on the left-hand side. 
    Screenshot_2020-05-29_at_10.02.40.png
  • To chase now all invoices belonging to a customer, go to the customer tab and use the three-dot menu on the right-hand side; select ‘chase now’.
    Screenshot_2020-05-29_at_10.16.16.png

*Please note: If your customer is missing a contact email address 'Chase Now' will be disabled until you add this in your accounting system.

When chase now is selected a modal will open. The text box will automatically fill with the next scheduled template or multi-template. If there is no ‘next scheduled chase’ this will autofill the first template on your list.

If you have selected both before and after due invoices, your normal templates may not apply so the chase now will display the invoice table instead. 

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From here, you can use the 'template' dropdown to choose an alternative template and edit the chaser as you see fit.

Below the text box you can choose to attach the relevant invoice or customer statement using the checkboxes:

 Initially, the senders and recipients for your next chase will be selected by default.

 

You can edit which senders and recipients you would like by selecting ‘Edit’ and selecting the relevant buttons for to/from and cc:

 

If you choose are sending a single invoice and choose not to edit the chaser, you can use the checkbox to send it in place of your next scheduled chase. To turn this functionality off and keep the same next chase, you can uncheck this option at the bottom of the Chase Now module. This is not available when sending multiple invoices:

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Once you are happy with your edits and settings click ‘Send chaser’.

 

 

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