Description
Payment Chaser allows you to automatically follow up on unpaid payment requests by sending reminder emails to your customer at scheduled intervals, without manual tracking.
How it works / Steps
1. Open Payment Chaser
You can start Payment Chaser from two different places in your dashboard.
From the Payment Requests list:
Go to Payment Requests
Find an unpaid transaction
Click the
⋯menu and select Payment Chaser
From the transaction details page:
Open the transaction
Click the Payment Chaser button at the top of the page
2. Review the Payment Chaser drawer
When you open Payment Chaser, a drawer appears on the right side of the screen.
In this drawer, you can:
Review transaction details
See how many reminder emails will be sent
Check the scheduled sending dates
Preview the email content before activation
3. Understand email scheduling
Payment Chaser automatically sends up to three reminder emails.
The first reminder is scheduled 5 business days after the transaction is created
If the transaction is already older than 5 business days, the first reminder is sent on the same day
The next reminders are sent every 3 business days
4. Activate Payment Chaser
After reviewing the details and schedule:
Click Activate Chaser in the drawer
Payment Chaser starts tracking the transaction automatically
Once active:
A green Payment Chaser icon appears in the Payment Requests list
The Payment Chaser button in the transaction details page turns green
5. Track sent reminder emails
Each time a reminder email is sent:
Its status is updated in the drawer
A sent indicator appears next to the email
6. Cancel Payment Chaser
You can stop Payment Chaser at any time.
Open the Payment Chaser drawer
Click Cancel Chaser
Confirm the action in the modal
If you activate Payment Chaser again later, the reminder schedule starts from the beginning.
Notes / Tips
Reminder emails are sent to the business email address of the customer.
Payment Chaser stops automatically once the payment is completed.
Cancelled Payment Chasers do not resume from where they left off.