Chasing

How the escalation ladder works

A ladder is a sequence of reminder steps with offsets in days and tones that step up over time. You control the wording via templates; Firm and Final wait for approval by default.

11 of 11 in Chasing

Plan: Sequences on all plans. Multiple ladders and advanced options unlock on higher tiers as shown in Reminders.
Reminders sequences with steps and tones
Showcase book · Harbour Print & Signage (sample data) · light theme

Tones

PayBlah uses four tones: Friendly, Standard, Firm, and Final. Tones stay professional and firm only within those four labels. Content is fixed template wording you select, not free-form AI copy.

How a ladder runs

  1. An invoice is enrolled in a sequence (manually or by auto-enrol rules).
  2. Each step waits its day offset, then queues a message on the channel you configured for launch (email-first).
  3. If a stop condition hits (paid, disputed, promised, paused, and so on), later steps do not send.
  4. Firm/Final steps enter Approvals when that setting is on.

Editing

  • Open Reminders to see ladders, steps, and which invoices use each sequence.
  • Add, edit, or remove steps; restore defaults if you need the stock ladder back.
  • Preview / “what will send when” style tools are there so you can trust the schedule before anything goes out.

While a payment plan runs

If the invoice is on a payment plan, chasing follows the instalment schedule instead of this ladder until the plan ends.

What the ladder will not do

  • Send as a third-party collector — messages go in your business name.
  • Auto-threaten legal action. Those words are blocked or held.
  • Keep going after payment detection or an open dispute when stop rails fire.

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).