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

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Explore all features of Chaser‍

Chaser + Xero

Chaser connects and syncs with the data in your Xero account in just 2-minutes. We securely import the following data from Xero automatically: your company information, customers, invoices, credit notes, payments, overpayments.

Your Chaser account syncs with Xero automatically: every hour, before any payment reminder is sent, and on-demand to ensure you're always working with the most up-to-date information.

Keep both systems up to date, automatically: the two-way integration between Xero and Chaser means updates made in Chaser are reflected in your Xero account, too.