Chaser
Chaser is credit control software for Accountants and Bookkeepers and the SMEs they serve. Introduce Chaser to clients, or use it to offer Virtual Credit Control™. Chaser automates chasing unpaid invoices via email without losing the human touch, and the CRM consolidates credit control communications in one place for complete transparency. Boost your client’s cash flow and save them time with Chaser.
Checkout Chaser’s Ultimate Guide to Accounts Receivable.
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Credit Control Features
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Chasing Settings
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Chase on public holidays toggle Choose whether customers are contacted on public holidays
- Don't chase on weekends
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Number of schedules (max plan) Different schedules for different customer profiles, i.e. one for good payers / one for bad
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Set email days Set the days that emails are sent
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Set email time Set the time that an email is sent
- Turn off all chasing types at a customer level
- Turn off reminders for specific invoices
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Chase on public holidays toggle
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Email settings
- Domain verification
- Email signature
- Forewarning emails to let you know before the chase
- Placeholders
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Invoice reminder emails
- Attach invoices
- Automatically send reminders
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Conversation history View a history of communications
- Customisable chasing templates
- Delay/Pause all reminders
- Don’t chase invoices prior to any expected payment date
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Don’t chase invoices with an outstanding balance below £X Set a value threshold and don't chase invoices with a value below this
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Escalated recipients per customer Send the invoice from a different user, typically someone more senior
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Escalated senders Send the invoice to a different customer contact, typically someone more senior
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Multiple invoices in one email Send more than one outstanding invoice in the same email so the client doesn't receive multiple emails
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Set expected payment date Set a date when the customer has indicated they will pay
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Outsourced Escalation Use professional credit control specialists to get your invoices paid or initiate legal proceedings
- Legal action
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Legal escalation Legal letters
- Professional outsourced phone reminders
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Reporting and Risk
- Average days overdue per customer report
- Average debtor days report
- Debtor reporting
- Risk alerts
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Setup templates and schedules
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Pre-built schedules Ready made intervals for communicating to clients
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Pre-built templates Ready made email copy to use and customise
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Pre-built schedules
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Statement emails
- Attach statements
- Customisable statement templates
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Thank you emails
- Customisable thank you templates
- Cost (from)
- £29.00
- Trial
- 14 day free trial, fully functional, no credit/debit card required
- Partner Program
- Yes
- Free Practice Subscription
- No
- Accounting Software
- QuickBooks Online, Sage Business Cloud, Xero
- Data Sync
- Manual, Real Time
- Mobile OS Compatibility
- No mobile app
- Head Office
- London (UK)
- Offices
- London (UK)
- Geographies Served
- Australia, Canada, Ireland, New Zealand, South Africa, UK, USA
- Support Channels
- Email, Live Chat
- Support Availability
- 09:30 – 17:30 GMT, Mon – Fri
- Training
- Vendor Led
- App Category
- Credit Control
- Sector
- Accounting and Bookkeeping, Agriculture, Construction and Engineering, Creative Agencies, Education and Training, Event Management, Franchising, Healthcare, Hospitality, IT and Telecomms, Legal Service, Manufacturing, Motor, Not For Profit, Professional Services, Property and Real Estate, Retail, Sport and Recreation, Technology, Tourism, Trades, Transport, Wholesale
Keith Lesser –
We previously outsourced our credit control to a clunky bespoke solution so when Chaser came along linked in with our QBO data, it was an excellent help. Fairly out the box and real time synchronisation and easy to use and set up. Saves a lot of time. Only does email and not calls but automates as far as possible.
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Emma Fox –
Using Chaser has enabled us to offer a Virtual Credit Control service to our clients. We help them to get paid faster with the weekly scheduled chaser emails. You need to ensure that the bank is fully reconciled but then Chaser does the rest.
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Admin Frances Kay –
FC uses Chaser for our credit control. I remember the day we implemented it and Will kept shouting out each time we got paid on old debts. For anyone who has not done credit control at all this was amazing to see the instant result. We now use it as part of our finance process. The audit trail/CRM is brilliant for capturing communications regarding bad debts and can then be used for any debt collection process and/or the whole team can see the history.
Client’s even reply to our thank you email saying thank you for thanking them!
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