If it is time to start escalating your Chase-it emails, you may wish to copy in different, more influential contacts at your debtor’s company and within your own business. This is possible in the Know-it platform by adding new contacts to your companies. The first step is to navigate to “My Companies” on the sidebar. …
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 Set up a reminder before the due date of the invoice: Set up a chase for overdue invoices. To get started, Know-it suggests 3 different chases. You can edit the …
Connect your Microsoft 365 mailbox Go to Chase-it > Settings By default, Know-it is configured to use the ‘[email protected]’ email and to change to use Microsoft 365 email account, select the “Connect” button which will prompt for the email address you wish to use (this can be an individual or a dedicated credit control/accounts email): …
How to manage your connection to your Microsoft 365 mailbox Read More »
When you get started on the platform, Know-it will provide you with ready-to-go templates for your chasers, but you can create your own or edit them. 1. How to create a new template You’ll then be able to give a name to your template and choose a Default Template to use as a model. 💡 What is a …
The Outbox allows you to see in-app which reminders are scheduled to be sent, have been sent or failed to send (and why). You can find the Outbox in Chase-it > Outbox Here is a quick video to show you how the Outbox works, and how you can spot data issues within your ledger. If …
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