How to manage your Chase-it templates

Template personalisation is available with a ledger connected in the Free Trial, Free Plan, Full Subscription and Add-ons Check-it or Chase-it

When you get started on the platform, Know-it will provide ready-to-go templates for your chasers, but you can create your own or edit them. 

 

1. How to create a new template

• Go to Chase-it > Templates > Create new +

• You’ll then be able to give a name to your template and choose a Default template to use as a model.

• You can then edit the existing model and modify the text. You can also add shortcut tags to your email.

💡 What is a shortcut tag? A shortcut tag will retrieve specific information from your customer’s details or invoices to automatically populate your templates.

• Once you are done, you can save your template by clicking on Save template at the top right-hand corner.
• You will then be able to see your custom templates as they are highlighted with a star, you can also edit or delete them.

2. How to edit a template

• You can edit your custom template via Chase-it > Templates

 💡 You can spot your custom templates as they are highlighted with a star ⭐

• You can then click on 'Edit'.
• There, you’ll be able to modify the text. You’ll also have the ability to add shortcode tags to your email. (see below in this article on how to use shortcodes)

3. How to assign your template to your schedule

• Go to Chase > Your Schedules
• Select the template you wish to use for each automated reminder 

4. How to use Shortcodes

Shortcode can be used in your template to retrieve data directly from your accountancy software and personalise your reminders with specific details about a customer or their invoice. Those shortcodes will be visible when creating a new template or editing an existing template. Shortcode available on the platform: 

 

For Single invoice reminders: 

Customer details:

Customer Company name, Customer First name, Customer Last name, Customer Full Name, Customer Email Address, Customer Phone number, Customer Address

Invoice details:

Invoice Reference, Invoice Due Date, Invoice Days overdue, Invoice Amount Due, Invoice Payment terms 

Sender details:

Sender Name (Ledger name from Accountancy software), Sender Registration Number, Sender VAT Number, Sender Phone number, Sender Address

 

For Multiple invoice reminders: 

Customer details:

Customer Company name, Customer First name, Customer Last name, Customer Full Name, Customer Email Address, Customer Phone number, Customer Address

Invoice details:

Oldest Invoice Due Date, Total Amount Due, Days Overdue, Invoice Table

Sender details:

Sender Name (Ledger name from Accountancy software), Sender Registration Number, Sender VAT Number, Sender Phone number, Sender Address

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