How to?
- What is the Marketplace
- How to manage failed reminders
- How to send manual reminders
- How to get started with Know-it
- How to view the reminders sent to my customers?
- How to re-authenticate your mailbox (O365/Gmail)
- How to manage ledger access
- How to manage notifications from the platform
- How to stop customers from receiving automated reminders
- How to use the initial chase?
- How to manage expected payment dates?
- How to send invoices and statements to customers
- How to manage your Chase-it templates
- How to update my user details
- How to manage different ledgers in Know-it
- How to view and manage issues/missing data
- How to connect and manage your Sage50 integration
- How to integrate your mailbox to Chase-it (O365/Gmail)
- How to manage your subscription
- How to manage a user role – user vs admin
- How to add a user
- How to connect your ledger
- How to import a CSV of your customers
- Invoice Finance-it partner: Swoop
- How to manage your Chase-it schedule
- How to use the Chase-it Escalation Process
- How to pull a credit report
- How does the CreditSafe monitoring work?
- How to view Companies House updates on my customers
- How to view your Unsecured Creditor Claims?