Payment Chase Integration

Get outstanding payments in with Payment Chase

Payment Chase runs automated email reminders against an outstanding payment, each one carrying an auto-generated secure payment link. Your administrator pre-builds the templates, setting an appointment or cut-off date triggers the sequence, and the chase ends automatically the instant the payment lands. It's built on Advanced Payment Links, part of the PCI DSS Level 1 SecureFlow platform.

  • Consistent follow-up with no manual chasing
  • Every reminder ends with a way to pay
  • Stops automatically the moment payment is received
  • Fixed-day or percentage-of-window scheduling
  • Amend, rebook or cease a running chase anytime
  • Finance team only steps in by exception

Auto

Stops the moment payment lands

2 days

Final reminder before the deadline

Fixed or %

Scheduling model

PCI L1

SecureFlow platform

How Paytia works with Payment Chase

One date in, a whole reminder schedule out. The payment user sets the appointment or cut-off date, Payment Chase calculates the window and spreads pre-built templates across it — escalating in urgency as the deadline nears. A payment anywhere on the line ends the chase immediately.

  1. 1

    Create the request and set the date

    The payment user raises a request and sets the appointment or cut-off date and time. Payment Chase calculates the full window and the schedule to run across it.

  2. 2

    Reminders go out on schedule

    Pre-built, branded templates send on a fixed or calculated schedule, each carrying an auto-generated secure payment link — gentle at first, firmer as the deadline approaches.

  3. 3

    The final reminder takes priority

    A separate final-reminder template goes out two days before the appointment. On any scheduling conflict it always wins, and nothing runs after it.

  4. 4

    Customer pays, chasing stops

    The customer pays on the link or by phone. The sequence stops instantly, the dashboard updates in real time and your team is notified — no reconciliation to chase afterwards.

Why teams choose Payment Chase with Paytia

Templates your admin controls

Pre-built, branded email templates with a rich-text body and custom subject, escalating in tone toward the deadline. Set once, reuse for every chase.

Personalised with merge fields

First name, agent name, company, appointment date and time, amount, payment link and QR code all drop into the template automatically.

One-tap ways to pay

Every reminder carries a Click to Pay button, a scannable QR code and a plain link fallback. The customer enters their card privately on SecureFlow — your team never sees it.

Amend, rebook or cease

Pause or stop any running sequence, or rebook to a new appointment date and the reminders move with it — all from the same screen.

Active monitoring

Every open request in one place: paid, mid-chase, settled by link or by phone, with the full reminder and interaction history and real-time payment notifications.

Built on Advanced Payment Links

Payment Chase bolts onto your existing Paytia setup — no rebuild. Chasing runs on top of the payment links you already send.

PCI DSS Level 1 Service ProviderCyber Essentials PlusGDPR & HIPAACustomer keys their own card

Payment Chase + Paytia — common questions

How does the schedule get built?+

You set the appointment or cut-off date and Payment Chase calculates the whole window. Each template fires a set number of days — or a percentage of the window — after the last one sent, and a separate final reminder goes out two days before the appointment and always takes priority.

What happens when the customer pays?+

Chasing stops instantly, whether they paid on the link or over the phone. The dashboard updates in real time and your team gets a notification — nobody has to remember to cancel anything.

Can we change a chase that's already running?+

Yes. You can pause it, stop it entirely, or rebook to a new appointment date — and the remaining reminders reschedule around the new date automatically.

What does the customer actually receive?+

A branded, personalised reminder built from your template, with a Click to Pay button, a QR code and a plain payment link. They enter their card privately on the PCI DSS Level 1 SecureFlow platform — your team never sees it.

Who is Payment Chase for?+

Anyone collecting payment ahead of a date — healthcare and dental practices, legal and professional firms, property and lettings, education and training, subscriptions, and trade and field services.

Do we need to be a Paytia customer already?+

Payment Chase runs on Advanced Payment Links, so it bolts onto an existing Paytia setup without a rebuild. If you're new to Paytia, we'll set both up together.

Use another tool too? See all our integrations.

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Turn manual follow-up into a sequence that ends on a payment

Book a 15-minute demo. We'll build a chase against a real date, show the reminders scheduling themselves, and stop the whole thing with one test payment.

PCI DSS Level 1
Cyber Essentials Plus

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