How to manage expected payment dates? – Know It

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In Know-it, expected payment dates allow you to keep track of exchanges you've had with customers, see who is paying you at the agreed time, and who is missing their expected payment date.

This will help you keep an eye on expected cashflow, and easily round up customers that need extra chasing.

1. How do I fill in the expected payment dates?

Go to Chase-it > Invoices
Click on the invoice ID
Click on 'Add Expected Payments'
Once you've saved a date, the expected payment will show on the invoice timeline

2. How does an expected payment date impact my automated reminders?

When setting up an expected payment date on an invoice, this will automatically pause the automated reminders on that specific invoice.

If your customer misses the expected payment date you will receive an alert from the platform, and depending on your Chase-it schedule, the invoice will start receiving reminders again. View here how to manage your Chase-it schedule.

3. Where can I see expected/missed payments?

3.1. Dashboard

On the Dashboard, select the time frame you want to look at

See details of your Expected/Missed payments, click on 'More Info' for more details

3.2. Chase-it > Dashboard

The Expected Payments Dashboard will give you an overview of expected cashflow over the next 5+ days

💡 Hover over the diagram to have more details on the expected payments, and click on a bar to open a tab with more insights.

3.3. Email reminders

You will receive email alerts on a daily and weekly basis to let you know what payment you can expect to receive, and which payment dates have been missed.

Expected payment email:

Missed payment email:

3.4: Invoice Timeline

In each invoice timeline, you'll be able to view reminders sent, and expected and missed payment dates.

Go to Chase-it > Invoices
Click on the invoice ID
View their invoice timeline

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