Chaser
FinanceCredentials form
Manage customers, invoices, notes and payment chasing in Chaser accounts receivable automation.
14 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| chaser_get_organisationGets the connected organisation, including its base currency, timezone, last sync date and whether chasing is paused | read | General | |
| chaser_list_customersLists customers a page at a time, optionally filtered by company name, external id, contact email or status | read | Personal data | |
| chaser_get_customerGets one customer by Chaser id, or by external id prefixed with ext_, optionally with its payer rating, average days to pay and payment portal link | read | Personal data | |
| chaser_create_customerCreates a customer with its external id, company name and main contact details | write | Personal data | |
| chaser_list_invoicesLists invoices a page at a time, optionally filtered by status, invoice number, currency or customer external id | read | Personal data | |
| chaser_get_invoiceGets one invoice by id | read | Personal data | |
| chaser_create_invoiceCreates an invoice for a customer so Chaser can chase it | write | Personal data | |
| chaser_get_invoice_historyGets the chasing history of one invoice: the reminders sent and other activity | read | Personal data | |
| chaser_pause_invoice_chasingStops Chaser sending reminders for one invoice until chasing is resumed | write | General | |
| chaser_resume_invoice_chasingResumes reminders for one invoice after chasing was paused | write | General | |
| chaser_pause_customer_chasingStops Chaser sending reminders for all of a customer's invoices until chasing is resumed | write | General | |
| chaser_resume_customer_chasingResumes reminders for a customer after chasing was paused | write | General | |
| chaser_list_customer_notesLists the notes recorded on a customer | read | Personal data | |
| chaser_add_customer_noteAdds a note to a customer, optionally with a reminder date to follow up | write | Personal data |