How reminders work

Your chasing rule is a schedule based on each invoice's due date. The default ("Firm") sends:

• 3 days before it's due
• 1, 7, 14 and 21 days after it's due
• a final reminder 30 days after it's due

Rules SteadyChase always follows

• One email per customer per day. If several invoices are due a reminder, they're combined into one email.
• Business hours only: weekdays, 8am to 5pm in your time zone.
• Never for paid invoices. SteadyChase checks your accounting software right before each email.
• No catch-up bursts. When you first go live with old overdue invoices, a customer gets only the latest reminder, not every one they "missed".
• Sent in your name. Customers see your business name, and email replies go to your email.
• Text replies are forwarded to you. If a customer answers a text reminder (anything except STOP), we email you their reply and number, and it shows under Needs you on your Overview.

When chasing stops by itself

• The invoice is paid, voided or deleted.
• The customer promises to pay by a date (chasing pauses until 2 days after that date).
• The customer raises a query on their payment page, or replies to a text reminder. Chasing those invoices pauses until you click Mark as resolved under Needs you or on the invoice.
• Their email address bounces. See Bounced emails.

To change the wording, open Chasing rules and click Edit emails. The preview shows exactly what customers will see.