Categories / Invoicing/
Chaser + FHC: Docuflow paid 54 days faster (87→33 days average)
An Irish SME cut average days-to-get-paid from 87 to 33 — 54 days faster — with Chaser automated reminders and a payment portal instead of manual chase calls.
- Task
- cut late payments and manual credit-control chasing while keeping a friendly customer experience
- Result
- average days-to-get-paid 87 → 33 (54 days faster); better visibility on outstanding invoices; less manual credit-control work; older overdue invoices escalated to Chaser Collections
- Tools
- Chaser (automated payment reminders, payment portal, flexible payment options, Chaser Collections)
- FHC advisory process
- Setup
- connect AR to Chaser → automate reminder cadence → offer payment portal / payment plans → escalate stubborn overdue balances to Chaser Collections → accountant monitors dashboard instead of manual chase calls
Step-by-step setup guide + copy-paste prompt
Honest note: Reminder schedules are rules, not generative AI. Tone still matters — write them like a person.
Prerequisites
- Chaser account.
- Xero (Advisor/Standard) or QuickBooks Online (Admin) to connect.
Step-by-step setup
Step 1. Connect your ledger. At Chaser login, connect Xero or QuickBooks Online → pick the org → approve.
Step 2. Build the schedule. Go to Manage → Schedules. Add before-due and overdue reminders (email/SMS/auto-call/letter as your plan allows). Send from your company email in your tone.
Step 3. Add a Payment Portal. Manage → Payment Portal → logo, Stripe or bank details → insert the portal link/QR into templates.
Step 4. Offer payment plans where Chaser supports them, so customers can clear balances without a phone negotiation every time.
Step 5. Escalate stubborn invoices. Hand older overdue balances to Chaser Collections (or your own collector) after the schedule finishes. Accountants monitor the dashboard instead of dialing.
Copy-paste prompt
Rewrite these payment reminders so they sound like a friendly local business, not a debt collector. Keep invoice number, amount and {{link}}.
{{templates}}Sources
- CaseStudies.com: Chaser / FHC Docuflow. Credit: FHC Accountants' partner / Docuflow.
- Setup paths: Chaser Help (connect Xero/QBO, Schedules, Payment Portal).
Industries: AI automation for Accounting, Bookkeeping & Tax Firms
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.