How to use the Chase-it Escalation Process

Available with a ledger connected in a Free Trial, Full subscription, and Chase-it add-on. Not available when using solely the freemium package

1. How does the escalation process work?

Escalating your automated invoice reminders means including more than one person in your reminders. 

Know-it will pull the primary contact from your ledger for each company. By default, the main contact in your ledger will be the main contact in Know-it who will receive the Chase-it reminders.

You can decide to add more contacts to those reminders: contacts available in your ledger already or add more contacts in Know-it directly

💡The escalation process is only available for automated reminders, not manual reminders. 

2. How can you manage the escalation process in Know-it? 

2.1: Managing your contacts

• Go to “My Companies” on the sidebar.

• Select the company you wish to view.
  
  💡 What type of contacts could you add to your escalation process: These contacts may be the company Directors, for example, who may have more power to pay invoices if you have attempted all other channels.
  
  
• Once on the company page, select “Manage Contacts” and then select “Add new contact”.

💡 Contacts that have been synced from your ledger can not be deleted in Know-it

• Enter the contact details. If you wish to include this contact in the escalation process: tick the 'Use for Escalation?' box.

2.2: Managing reminders are being escalated

Here is how you can choose which email will be escalated to additional contacts:  

• Go to Chase-it > Your Schedules

Escalation is only available for invoice reminders once the invoice is overdue.

• Click on the 'Escalation' toggle for reminders you would like to escalate to additional contacts. The main contact will be included by default in every reminder. 

If you have any questions, please reach out to our support team by raising a ticket here.