Chaser can only follow up on an invoice once it exists and has a way to reach your customer. This article walks through creating an invoice with the details Chaser needs, so it picks it up automatically and starts chasing on schedule.
Step 1: Still on your dashboard, click Revenue in the sidebar and select the Invoices tab.
Click Create an invoice in the top right corner, select Create an invoice and follow the on-screen prompts, making sure you add the customer's email and phone number so Chaser has a channel to reach them on.
Give it a couple of minutes. Chaser picks up newly created invoices automatically, and it should appear in the Being Chased tab within about two minutes.
Step 2: Chaser sends an automatic reminder by email or WhatsApp on schedule.
To send one immediately, open the three-dot menu next to the invoice and click Chase now. Each click sends another reminder to the customer, so use it deliberately.
From here, Chaser holds the conversation itself, answering questions and sharing the payment link over WhatsApp or email until the invoice is paid.
Step 3: - Step in when Chaser needs you
If a customer's reply is a question Chaser can't answer on its own, such as a dispute or something that touches more than one open invoice, Chaser moves it to the Needs Attention tab, its status changes from Pending to Critical, and you'll get an email notification to step in.
Open the invoice to see the conversation and send your own reply as well as timeline. Tick Hand back to automation after sending if you want Chaser to resume chasing once your reply goes out; leave it unticked to keep handling that conversation yourself.
Step 4: Once an invoice is paid, open Being Chased, click the three-dot menu next to it, and select Close chase.
Confirm whether the invoice has been paid. Selecting Yes, paid marks it settled; Chaser stops sending reminders for that invoice either way.
Need help? Our support team is here for you. Chat with us directly in the app or email [email protected]. You can also see how to set up Chaser here