How to stop customers from receiving automated reminders

Available with a ledger connected in the Free Trial, Full Subscription and Add-ons Chase-it

1. Disabling the automated chase for specific customers

You can prevent certain customers from ever receiving automated reminders. 

• Go to Chase-it > Chase Summary
• Search for your customer in the search bar
• Use the toggle to enable or disable the chase for this specific customer

💡 If you disable the chase for a customer in Know-it, any new invoice you raise in your accountancy tool for this customer will automatically be paused in Know-it. Even if this customer clears all his invoices and doesn't show in the Chase-it list anymore, the next invoice raised in your ledger will automatically be paused in Know-it. 

 

2. Disable the automated chase for specific invoices

You can prevent specific invoices from ever receiving automated reminders. 

• Go to Chase-it > Invoices
• Search for your invoice or customer in the search bar
• Use the toggle to enable or disable the chase for this specific invoice

💡 If you disable the chase for a specific invoice in Know-it, only this invoice will be paused. If you raise new invoices in your ledger and haven't disabled the chase for the customer, those new invoices will be picked up by your automated schedule (if active).

3. Disable or Enable Chasing for all customers

In one click you can easily decide to disable or enable the chase for all your customers.

• Go to Chase-it > Chase Summary 
• Select 'Enable Chase for all customers' or 'Disable Chase for all customers'

 

4. Expected payment dates

If you have agreed on a payment date with your customer, you can add an Expected Payments date in Know-it. 

The Expected Payment date will automatically pause the reminder for those invoices until they reach the expected payment date. 

See here for more details on how to manage Expected payment dates. 

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