Automated Payment Follow-up & Customer Chase
Payment Chase saves businesses time and improves cashflow by automatically chasing customers to make payments. With customizable email templates, smart scheduling, and appointment management, you can reduce manual work while ensuring payments are collected efficiently.
Payment Chase Automation
Automatically follow up with customers for outstanding payments using customized email templates and smart scheduling. Improve your cashflow while maintaining professional customer relationships.
Key Benefits
Why businesses choose Payment Chase for automated follow-ups
Time Savings
Eliminate manual follow-up calls and emails. Payment Chase automatically handles customer reminders, freeing up your team to focus on more valuable activities.
Improved Cashflow
Consistent, timely payment reminders encourage customers to pay faster, improving your business cashflow and reducing outstanding receivables.
Customizable Templates
Create your own email templates customized to your business tone and urgency level as cut-off dates approach, maintaining your brand voice throughout the process.
Smart Scheduling
Set up automated reminders triggered by preset number of days or percentage splits, ensuring chase emails are sent evenly up to your cut-off date.
Appointment Management
Business users can view active payment link transactions, re-book appointments, or cancel chasers when customer appointment dates change.
Final Reminder Control
Send a final reminder email to handle appointment cancellation or rebooking when customers haven't responded, giving you complete control over the process.
Advanced Features
Comprehensive automation capabilities for payment follow-up
Full Email Template Management
Create and manage multiple email templates with your business-specific wording. Customize tone and urgency levels that escalate as cut-off dates approach, maintaining professionalism while encouraging prompt payment.
Flexible Scheduling Options
Configure reminders triggered by preset number of days between templates or percentage splits. This ensures chase and reminder emails are distributed evenly up to your cut-off date, maximizing payment collection opportunities.
Cut-off Date Management
Set specific cut-off dates and times for appointments and final payment deadlines. The system automatically adjusts reminder frequency and urgency as these dates approach, ensuring optimal payment collection timing.
Active Transaction Monitoring
Business users have access to view all active payment link transactions with chase enabled. Monitor payment status, track reminder history, and manage customer interactions from a centralized dashboard.
Appointment Rebooking & Cancellation
When customer appointment dates change, business users can easily re-book appointments or cancel chasers directly from the system. This flexibility ensures customer satisfaction while maintaining efficient payment collection.
Advanced Payment Links Integration
Payment Chase is an addon product to Advanced Payment Links, seamlessly integrating with your existing payment link infrastructure to provide comprehensive automation without disrupting your current workflow.
How Payment Chase Works
Simple setup, powerful automation
Configure Templates
Create custom email templates with your business tone and set up scheduling rules based on days or percentage splits.
Enable Chase
Activate Payment Chase on your payment links with cut-off dates and appointment times that suit your business needs.
Automated Follow-up
The system automatically sends reminders, manages scheduling, and provides you with monitoring tools for complete control.
Ready to Automate Your Payment Follow-ups?
Transform your payment collection process with Payment Chase automation