Chasing

Enrol an invoice in chasing

Put an invoice on a Workflow so steps can run. New invoices can start on the default Workflow. Status moves from Not chasing to Chasing when enrolment succeeds.

2 of 15 in Chasing

Plan: Available on every plan including trial (Starter).

Enrolment is the bridge between “on the book” and “on a Workflow”. An invoice can sit as Not chasing until the default Workflow picks it up, or until you resume it.

Before you enrol

  • Start following up is complete.
  • Customer is not on Never chase.
  • Invoice is open with a due date and a contact email when you expect email delivery.
  • A Workflow with at least one step exists (Standard is fine).

Let new invoices start automatically

  1. Open Workflows.
  2. Select the Workflow you want (Standard, Gentle, Firm-but-fair, or custom).
  3. Press Edit Workflow and tick New invoices start on this Workflow.
  4. In Settings → Reminder defaults, set chasing mode to Automatic if you want overdue invoices to start on their own. Manual approval holds new overdue invoices (badge Waiting to Start) until a space opens or you resume follow-up.
  5. Press Save changes on Reminder defaults.

Resume a paused invoice

  1. Open the invoice. The live badge is Not chasing (not “Not Chasing”), Paused, or Part paid · paused.
  2. When the invoice is paused or part-paid, press Resume chasing. Invoice detail does not show a separate button labelled Start chasing.
  3. Confirm the Workflow name on the invoice after it moves to Chasing. Next action on the list shows the upcoming step.

After enrolment

Nothing fires instantly unless a step is due at the current run. Wait for the next allowed window. Firm and Final always sit in Approvals first. Text (SMS) only sends if the four SMS switches are on. Letters wait in Activity → Letters for print and Mark sent.

Expected result

Eligible invoices show Chasing. Invoices over the active-invoice cap show Waiting to Start and start when a space opens.

What this does not do

  • Enrolment does not bypass dispute, promise, Never chase, or an untriaged-reply send hold.
  • It does not treat a portal stop request as a pause.
  • It does not guarantee SMS. Email is the channel that sends when a mailbox is connected.
  • It does not usefully enrol archived or paid invoices — fix status first.

Related guides

How chasing works Manage workflows Work an invoice detail page Turn on Never chase

PayBlah is accounts-receivable automation software. You remain the creditor. Confirm local rules with your own advisor for your territory (US, UK, Ireland, or Australia). Last reviewed 13 August 2026.

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