Why wasn't a reminder sent?

Open the invoice to see the reason next to each reminder.

Open the invoice in Invoices. Under Reminders and fees, each reminder shows what happened.

Each reminder shows whether it was sent, and if not, why
Each reminder shows whether it was sent, and if not, why

Common reasons:

  • Already paid: your accounting software showed it paid when SteadyChase checked just before sending.
  • Already past this step when chasing started: when you go live, customers get only the latest reminder, not every one they missed.
  • No email address for this customer: add one in QuickBooks or Xero. SteadyChase picks it up at the next sync.
  • Accounting software needs reconnecting: see Reconnect QuickBooks or Xero.
  • Chasing paused: the rule is paused, or the customer promised a date or raised a query.

Also check that your chasing rule is Live, not in Safe Mode, in Chasing rules, and remember reminders only go out on weekdays, 8am to 5pm your time.

Still stuck? Email hello@steadychase.com, or use Help inside the app.