Set up SteadyChase in 10 minutes
Most businesses are live in about 10 minutes. Nothing is sent to your customers until you say so. Your Overview shows these steps and highlights the next one.
Connect QuickBooks or Xero. Go to Settings and click Connect. Sign in to your accounting software and allow access. SteadyChase imports your unpaid invoices and customers straight away.
Settings: click Connect next to your accounting software Look at your Overview. You'll see how much is overdue, how old it is, and every reminder SteadyChase would send in the next 7 days.
Your Overview: what's owed, how old it is, and what's coming up Check your reminder emails. Open Chasing rules and click Edit emails. The defaults are polite and factual; change the wording if you like.
Edit emails: the preview on the right is exactly what customers get Go live. Click Go live on your chasing rule. SteadyChase shows exactly what will go out this week before you confirm.
Going live: you see this week's emails before confirming
Optional, any time:
- Turn on online payments so customers can pay from every reminder.
- Add late fees if your payment terms allow them.
- Invite your bookkeeper.
Still stuck? Email hello@steadychase.com, or use Help inside the app.