Chaser

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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

  • Chasing Settings
    • Chase on public holidays toggle
      Choose whether customers are contacted on public holidays
    • Don't chase on weekends
    • Number of schedules (max plan)
      Different schedules for different customer profiles, i.e. one for good payers / one for bad
    • Set email days
      Set the days that emails are sent
    • 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
  • Email settings
    • Domain verification
    • Email signature
    • Forewarning emails to let you know before the chase
    • Placeholders
  • Invoice reminder emails
    • Attach invoices
    • Automatically send reminders
    • Conversation history
      View a history of communications
    • 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
      Set a value threshold and don't chase invoices with a value below this
    • Escalated recipients per customer
      Send the invoice from a different user, typically someone more senior
    • Escalated senders
      Send the invoice to a different customer contact, typically someone more senior
    • Multiple invoices in one email
      Send more than one outstanding invoice in the same email so the client doesn't receive multiple emails
    • Set expected payment date
      Set a date when the customer has indicated they will pay
  • Outsourced Escalation
    Use professional credit control specialists to get your invoices paid or initiate legal proceedings
    • Legal action
    • Legal escalation
      Legal letters
    • Professional outsourced phone reminders
  • Reporting and Risk
    • Average days overdue per customer report
    • Average debtor days report
    • Debtor reporting
    • Risk alerts
  • Setup templates and schedules
    • Pre-built schedules
      Ready made intervals for communicating to clients
    • Pre-built templates
      Ready made email copy to use and customise
  • Statement emails
    • Attach statements
    • Customisable statement templates
  • 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
Client Sector
Accounting and Bookkeeping, Agriculture, Construction, Contracting Services, Creative Agencies, Education, Engineering, Entertainment, Event Management, Franchising, Government Bodies, Healthcare, Hospitality, Insurance, IT and Telecomms, Legal Service, Manufacturing, Marine, Media, Motor, Not For Profit, Professional Services, Public Relations, Real Estate and Property, Retail, Sport and Recreation, Technology, Tourism, Trades, Transport, Wholesale

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