Chase-it seamlessly connects with your accountancy package so you can see which invoices are overdue and need to be chased.
1. Set up your Chase-it schedule
- You’ll be able to access, activate, pause and edit your chasing schedule by going to Chase-it > Your Schedules.
- Know-it will provide you with ready-to-go templates, but you can create your own or edit them. See how here.
Set up a reminder before the due date of the invoice:
![](https://help.know-it.co.uk/wp-content/uploads/2023/06/schedule1-1024x198.png)
Set up a chase for overdue invoices. To get started, Know-it suggests 3 different chases. You can edit the frequency or add a reminder.
![](https://help.know-it.co.uk/wp-content/uploads/2023/06/schedule2-1024x415.png)
Set up an initial chase: will be sent for overdue invoices that have not had any chasers before.
![](https://help.know-it.co.uk/wp-content/uploads/2023/06/scheudle3-1024x91.png)
For each chase, you’ll be able to:
- select a template
- select the number of days before/after the due date the email is set to be sent
- select via which medium you want to reach your customer (email, letter, SMS)
Once this is set up, you can choose when those emails/letters/SMS will be sent out. (For letters to be sent out on the correct day, make sure to set up the timing before 15h00m/3 pm)
![](https://help.know-it.co.uk/wp-content/uploads/2023/06/schedule4.png)
2. Manage who you are chasing
- Once the Chase-it schedule is set up you’ll be able to decide if you want to pause/resume the chase for certain customers.
- To do so, head out to Chase-it > Invoices
- There, you’ll have an overview of the invoices linked to each customer.
2.1 Pausing a chase
- You can choose to Pause all chasers for a customer, or only Pause a specific invoice (see picture below).
⚠ Once you Pause a chase, you’ll see that the Chase schedule is paused and red.
![](https://help.know-it.co.uk/wp-content/uploads/2023/06/schedule5-1024x138.png)
2.2 Resuming a chase
- You can choose to Resume all chasers for a customer, or only Resume the chase for a specific invoice (see picture below).
⚠ Once you resume a chase, you’ll see that the Chase schedule is active and green.
![](https://help.know-it.co.uk/wp-content/uploads/2023/06/schedule6-1024x144.png)
3. Things to consider when scheduling Chase-it
- There is a buffer time of 48 hours between two chasers. Invoices that have been sent a chaser will not receive another one for 48 hours.
- Reminder should be scheduled at least 20 mins before sending.
- If you are missing any contact info that would prevent you from chasing your customer you will see an issue being raised next to your customer’s name.
![](https://help.know-it.co.uk/wp-content/uploads/2023/06/schedule-7.png)
4. Outbox
The Outbox allows you to keep track of the reminders that have been sent, scheduled to be sent or failed.
![](https://help.know-it.co.uk/wp-content/uploads/2023/06/schedule8.png)
You can access the Outbox via Chase-it > Outbox
You can also have a quick overview of the reminders that have been sent via your main dashboard. Just select the date range that you want to filter and look at the Chase-it section of the dashboard.
![](https://help.know-it.co.uk/wp-content/uploads/2023/06/schedule9-1024x145.png)
Click here to know more about our Outbox function.
Contact us if you have any questions, or need any help setting up your automated reminders.