Chaser

Chaser is Xero’s leading accounts receivable app and is designed for businesses selling on payment terms. Chaser users:

• Get invoices paid 16+ days sooner
• Save 15+ hours per week on accounts receivable tasks
• Reduce days sales outstanding by 25% +
• Maintain great customer relationships

Why connect Chaser and Xero

• Automate without losing the human-touch

  • Ensure customers never know you’re using an automated system, with chasers sent from your usual email address, with your regular email signature and branding
  • Match your business’ communication style with fully customisable reminder templates
  • Personalise every reminder automatically, by pulling in desired data, such as customer names, amount owed and due dates

• Make it easier for customers to pay you

  • Give all your customers access to a dedicated Payment Portal, with automatic payment reconciliation in Xero
  • Offer multiple payment options to suit your customers’ needs in one location, including instant card payments
  • Reduce your time on payment admin, as all relevant documentation and details are readily available to customers in their portal
  • Keep customers informed with full visibility on accounts payable and previous payments
  • Improve communications by easily adding notes and contact details to customers’ portals

• Optimise your accounts receivable process

  • Build great customer relationships, with automated ‘thank you’ messages on receipt of payments
  • Avoid bombarding customers, by automatically grouping multiple invoices into a single reminder
  • Identify areas for improvement with real-time reports on your AR performance
  • Gain a better understanding of customer payment behaviours with your customer insights report
  • Make informed decisions on which customers to continue granting credit to, with your risk report
  • Escalate problem invoices easily to Chaser’s friendly and experienced in-house collections team

• Schedule payment reminders at the best time

  • Create unlimited custom schedules that suit your different groups of customers, such as good payers, bad payers, or long-term clients
  • Schedule as many payment reminders as you require, at intervals you choose
  • Select the best days and times to send reminders and automatically avoid sending reminders outside working hours, on weekends or bank holidays
  • Escalate the sender of payment reminders to a more senior figure automatically, when customers haven’t paid after a specified period

• Keep track of all chasing activity in one place

  • View a consolidated communication history for every invoice and every customer in your CRM
  • Capture all reminders sent and all replies from customers automatically
  • Reconcile with your accounting system automatically, so you never chase a paid invoice
  • Include notes from phone calls, set reminders, and assign follow up tasks to your teammates