How can we help?
Step-by-step guides with screenshots. Most people are set up in about 10 minutes.
Getting started
- Set up SteadyChase in 10 minutesConnect your accounting software, check what would be sent, then go live.
- Connect QuickBooks OnlineWhat access SteadyChase needs, and what it does and doesn't change in QuickBooks.
- Connect XeroConnect your Xero organisation and choose where online payments are recorded.
- Connect QuickBooks DesktopUse SteadyChase with QuickBooks Pro, Premier or Enterprise through Intuit's free Web Connector.
- Safe Mode and going liveSee exactly what would be sent before anything goes to a customer.
Chasing and late fees
- How reminders workWhen emails go out, what customers see, and when SteadyChase stops chasing.
- Late fees and interestAdd a flat fee, a percentage, or daily interest, only if your terms allow it.
- Customer statementsSend each customer one email listing everything they owe.
- What your customers seeThe payment page linked from every reminder: pay, promise a date, or ask a question.
- Final notices and collection agenciesWhat to do when reminders haven't worked: a formal final notice, then a collection agency.
- Let AI read customer repliesPromises to pay are logged for you; everything else gets a summary and a suggested reply.
- Reply to customers from SteadyChaseAnswer a question or a text reply without leaving SteadyChase.
- How a customer usually paysThe badge that shows whether a customer usually pays on time, early or late.
- Payment plansLet a customer pay one invoice in smaller payments, with a reminder before each one.
Getting paid
- Automatic payments (autopay)Customers save a card or bank account once; their invoices are paid on the due date.
- Early-payment discountsOffer a small discount to customers who pay the whole invoice online within a few days.
- Expected payments (cash-flow forecast)How much money is likely to come in each week for the next 8 weeks.
- Accept online paymentsLet customers pay by card or bank from every reminder. Money goes straight to you.
Your account
- Send reminders from your own email domainMake reminders come from an address like accounts@yourbusiness.com.
- Invite your bookkeeper or teamGive people access to your business. No seat fees.
- Plans and billingYour free allowance, choosing a plan, changing or cancelling.
- Download or delete your dataExport everything, delete a business, or delete your login.
Fixing problems
- Why wasn't a reminder sent?Open the invoice to see the reason next to each reminder.
- Bounced emailsWhat happens when a customer's email address doesn't work.
- Reconnect QuickBooks or XeroIf access expires, chasing pauses until you reconnect.
- An invoice is missing or out of dateHow syncing works, and how to refresh it now.
Can’t find it? Email hello@steadychase.com. If you have an account, use Help inside the app so we can see your setup.