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.

 

Attachments

Below the text box, you can choose to attach the relevant invoice or customer statement using the checkboxes. You can also choose to attach a file from your desktop using the ‘Attach File’ button or dragging and dropping files you wish to attach.

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Attach file will open the upload modal from your computer. Select one or more files to send with your chaser.

  • Files will upload if they are under 10MB in size.
  • The following file types will not be allowed because they are considered dangerous:

 

File Extension Description File Extension Description
ADE Microsoft Access Project Extension MDB Microsoft Access Application
ADP Microsoft Access Project MDE Microsoft Access MDE Database
BAS Visual Basic® Class Module MSC Microsoft Common Console Document
BAT Batch File MSI Windows Installer Package
CHM Compiled HTML Help File MSP Windows Installer Patch
CMD Windows NT® Command Script MST Visual Test Source File
COM MS-DOS® Application PCD Photo CD Image
CPL Control Panel Extension PIF Shortcut to MS-DOS Program
CRT Security Certificate REG Registration Entries
EXE Application SCR Screen Saver
HLP Windows® Help File SCT Windows Script Component
HTA HTML Applications SHS Shell Scrap Object
INF Setup Information File URL Internet Shortcut (Uniform Resource Locator)
INS Internet Communication Settings VB VBScript File
ISP Internet Communication Settings VBE VBScript Encoded Script File
JS JScript® File VBS VBScript Script File
JSE JScript Encoded Script File WSC Windows Script Component
LNK Shortcut WSF Windows Script File
    WSH Windows Scripting Host Settings File




Zip files can be attached but will not send if any of the file types listed above are contained in the zip. To check if a zip file has sent check the ‘delivery status’ of the chaser in your customer or invoice page. 

An error will occur on sending if the combined size of all of your attached files (invoices and customer statement included) exceed 10MB. To resolve this, simply delete some of the attached files using the ‘x’ on the file name and try to send again

Senders and Recipients

 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:

 

Replace Next Chase

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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