Categories / Invoicing/
Chaser: Community Energy Scheme recovers £800k old debt + £18k/mo direct debit
A nonprofit recovered £800k of old debt and now collects £18k a month by direct debit, after moving credit control from spreadsheets to Chaser.
- Task
- replace spreadsheet credit control and recover a £2M old-debt balance
- Result
- recovered £800,000 of old debt (£2M → just under £1.2M outstanding); £18,000/month in direct-debit payments via Payment Portal; daily Sage→Chaser CSV sync now takes 5 minutes
- Tools
- Chaser (Receivables CRM, automated email/SMS reminders, Payment Portal)
- Sage 200 (CSV import)
- Setup
- import customers/invoices from Sage 200 via CSV → schedule personalized-looking email + SMS reminder cadences → add Payment Portal links in follow-ups → use Receivables CRM history to prioritize accounts → daily 5-minute sync keeps data current
Step-by-step setup guide + copy-paste prompt
Honest note: Scheduled reminders plus a payment portal, not AI.
Step-by-step setup
Step 1. Connect your accounts. Log in to Chaser, choose Xero (Advisor or Standard role) or QuickBooks Online (Admin), pick the organization and approve. Sage users import by CSV.
Step 2. Build a reminder schedule. Go to Manage → Schedules and add email and SMS templates for *before due*, *overdue* and *paid* stages, with timing and sender.
Step 3. Make it easy to pay. Go to Manage → Payment Portal, add your logo, connect Stripe or bank details, and put the portal link or QR code in every reminder template.
Step 4. Prioritize the oldest debt. Use the receivables history to call the biggest and oldest balances first.
Step 5. Keep data fresh. For CSV users, a daily 5-minute sync.
Copy-paste prompt
Write a 4-step reminder schedule for {{org}}: 3 days before due (email), 1 day overdue (email), 7 days overdue (SMS), 21 days overdue (email, firmer).
Polite, include {{payment_portal_link}}. Under 80 words each.Sources
- Chaser: Community Energy Scheme. Credit: Community Energy Scheme, Stoke-on-Trent (vendor-published).
- Setup paths: Chaser Help ("Use Chaser with Xero/QuickBooks Online", "Add and edit schedules", "Activate your payment portal").
Results as reported by the source; not independently verified. Community-sourced from public sites and attributed to the source platform. Original author? Ask us to correct or remove it. Read the disclaimer.