Safe Mode and going live

See exactly what would be sent before anything goes to a customer.

Every chasing rule starts in Safe Mode. In Safe Mode, SteadyChase works out who would get which email and when, and shows it on your Overview under Coming up, but sends nothing.

Going live

Check Coming up on your Overview. Is anyone listed who shouldn't be chased?
Coming up lists every email for the next 7 days
Open Chasing rules and click Go live.
SteadyChase shows the next 7 days: how many reminders, to how many customers, and any late fees. Click Go live to confirm.
The go-live check

You must connect QuickBooks or Xero first, so SteadyChase can check payments before sending.

Pausing

Click Pause on the rule at any time. Nothing more is sent until you click Resume.

Leaving someone out

To stop chasing one customer, ask them to use the "Raise a query" button on their payment page, or pause the rule while you sort it out.

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