Chaser

Credit Control

• Chasing Settings

  • Chase on public holidays toggle 

  • Don't chase on weekends

  • Number of schedules (max plan) 

  • Set email days 

  • Set email time 

  • Turn off all chasing types at a customer level

  • Turn off reminders for specific invoices

• Outsourced Escalation 

  • Legal action

  • Legal escalation 

  • Professional outsourced phone reminders

• Statement emails

  • Attach statements

  • Customisable statement templates

• Email settings

  • Domain verification

  • Email signature

  • Forewarning emails to let you know before the chase

  • Placeholders

• Reporting and Risk

  • Average days overdue per customer report

  • Average debtor days report

  • Debtor reporting

  • Risk alerts

• Thank you emails

  • Customisable thank you templates

• Invoice reminder emails

  • Attach invoices

  • Automatically send reminders

  • Conversation history 

  • Customisable chasing templates

  • Delay/Pause all reminders

  • Don’t chase invoices prior to any expected payment date

  • Don’t chase invoices with an outstanding balance below £X 

  • Escalated recipients per customer 

  • Escalated senders 

  • Multiple invoices in one email 

  • Set expected payment date 

• Setup templates and schedules

  • Pre-built schedules 

  • Pre-built templates