Following up on problematic invoices at the right time is key to ensuring your debtors don’t get out of hand and your relationships with customers are properly managed. However, it’s often tricky to remember tasks that need completing for each of your outstanding invoices and when you should be focusing on them.
We’re really excited to announce the release of reminders and in-app notifications to help you stay on top of your outstanding tasks! Adding reminders on your invoice notes allows you to be reliably notified about follow up calls and emails that need actioning at a future date.
You can set reminders for notes on the ‘invoice page’ of the relevant invoice. Simply click ‘Add note’, and then ‘Add reminder’ on the note overlay. You can then select an appropriate time and date for when you would like to be notified using the in-built calendar.
You will be notified via email and in-app notification when the reminder becomes overdue. The email will contain the note the reminder was set on, and a handy link to the relevant invoice within Chaser.
Reminders will only trigger if the invoice is unpaid, so that you won’t be notified about invoices that have already received payment.
When a reminder becomes overdue, you will also be notified in-app via the new notifications system, so that you can quickly access the relevant invoices and mark them off your to-do list! Your notifications panel can be accessed by clicking on the bell symbol on your navigation bar, which will display the number of ‘unseen’ notifications you currently have outstanding.
You can mark notifications as ‘seen’ by clicking the orange bubble on the left-hand side of the notification panel, or by clicking on the text to take you straight to the relevant invoice!
In-app notifications allow you to easily access important tasks, and deal with them at an appropriate time. Meaning you can optimise how you’re completing credit control tasks, without letting them disrupt your current workflow.
Reminders will quickly become a go-to tool in your workflow management. Being reliably notified about invoices that need attending to allows you to focus on your most pressing tasks as they become relevant, and remain assured that nothing will ‘slip through the cracks’.
Often when you receive an email reply about an invoice it will quickly become lost in your inbox and forgotten. Setting a reminder against the invoice within Chaser will ensure that you remember to follow up and complete the related task at a more appropriate time. Meaning you can more reliably remove barriers to payment for your customers.
There will often be times when you or a team member will have contact with a customer outside of your chasing schedule. When this occurs it can often feel rude or overbearing to continue to chase them during the same week, so you will pause chasing their invoices temporarily. Remembering to resume chasing invoices is essential to making sure they don’t grow into problem cases. It is advisable to put a note against the invoice explaining why you have paused chasing it and add a reminder so you will be notified at the appropriate time to resume chasing!
Lastly, reviewing your debtors regularly using the Chaser report is key to maintaining a healthy credit control function. Adding notes and reminders straight through the report is a great way to track chasing decisions. When an action is decided upon you can easily set a reminder for yourself without disrupting your current workflow. This will ensure that your relevant tasks are flagged at the appropriate time in the future.
We’re really excited about the ability to more easily manage tasks and credit control workflow in Chaser, and have some more great features coming your way.
If you have any feature requests or feedback, please feel free to drop me an email at ben.king@chaser.io, I’d love to hear from you!