Reminders that escalate automatically and stop the moment payment lands
Payment Chase sends personalised email and SMS reminders on a schedule you define — escalating in tone as your cut-off date approaches, then stopping the instant the customer pays. No manual follow-up, no awkward calls. Your team only steps in when something genuinely needs attention.
Import invoices or create payment requests in the portal
2
Reminders go out on schedule
Personalised SMS and email with secure payment links
3
Customer pays, chasing stops
Automatic stop on payment with real-time notification
Advanced Features
Automated payment follow-up from first reminder to final deadline
Automated reminders that chase outstanding payments without your team lifting a finger.
Full Email Template Management
Create and manage multiple email templates with your business-specific wording. Customise tone and urgency levels that escalate as cut-off dates approach.
Flexible Scheduling Options
Configure reminders triggered by preset number of days or percentage splits. Chase emails are distributed evenly up to your cut-off date, giving you more chances to collect.
Cut-off Date Management
Set specific cut-off dates and times for appointments and final payment deadlines. The system automatically adjusts reminder frequency and urgency as dates approach.
Active Transaction Monitoring
View all active payment link transactions with chase enabled. Monitor payment status, track reminder history, and manage customer interactions from a centralised dashboard.
Appointment Rebooking
When customer appointment dates change, business users can re-book appointments or cancel chasers directly from the system, keeping payments coming in on schedule.
Advanced Payment Links Integration
Payment Chase is an add-on to Advanced Payment Links. It plugs directly into your existing payment link infrastructure so automated chasing starts without rebuilding anything.
How It Works
Three steps to automated collections
1
Upload or create outstanding payments
Import a list of overdue invoices or create individual payment requests in the Paytia portal. Set the amount, due date, customer contact details, and reminder schedule for each.
2
Automated reminders go out on schedule
Paytia sends personalised SMS and email reminders at the intervals you define. Each message includes the amount owed, a reference, and a secure one-click payment link. Reminders escalate automatically based on your rules.
3
Customers pay, chasing stops
When a customer clicks the link and completes payment, the reminder sequence stops automatically. You receive instant notification and the dashboard updates in real time. No manual reconciliation needed.
Demonstration Videos
Watch Payment Chase in action
See how easy it is to set up and manage Payment Chase email template flows. These demonstration videos show you exactly how to configure automated payment reminders and chase sequences.
How to set up a Payment Chase email template flow
This video shows how a Paytia administrative user creates a Payment Chase template sequence.
How users set up and send a payment with Payment Chase
This video shows how a Paytia payment user creates a payment request, activates and sets a Payment Chase appointment deadline date and sends the request out by email.
Use Cases
Industries that benefit from Payment Chase
Healthcare
Chase patients for appointment deposits and outstanding balances. Automated reminders reduce no-shows and improve collections without adding to your admin team's workload.
Legal and Professional Services
Follow up on retainer payments and invoices automatically. Set cut-off dates aligned to court deadlines or project milestones, and let the system handle the chasing.
Property and Lettings
Collect rent payments, deposits, and service charges on time. Automated reminders keep tenants informed and your cash flow predictable.
Education and Training
Chase course fees, exam payments, and membership renewals. Payment Chase handles the follow-up so your team can focus on delivering great experiences.
Subscription Services
Recover failed payments and chase overdue renewals automatically. Keep your recurring revenue on track without manual intervention.
Trade and Field Services
Send payment requests and chase outstanding invoices for completed work. Customers pay via secure link on any device.
FAQ
Frequently asked questions
What is Payment Chase and how does it work?
Payment Chase is an automated payment reminder and follow-up system that helps businesses collect payments more efficiently. The system automatically detects when payments are due, sends customised reminder emails or SMS messages to customers, schedules follow-up communications, and tracks payment status.
How does Payment Chase improve cash flow?
Payment Chase improves cash flow by automating payment reminders, reducing the time between invoice and payment, and ensuring consistent follow-up on outstanding balances. The system sends timely reminders before payments are due, follows up immediately after due dates, and escalates communications for overdue payments.
Can Payment Chase customise email templates?
Yes, Payment Chase allows full customisation of email templates, including branding, messaging, and tone. You can create different templates for different scenarios such as first reminders, overdue notices, and final demands.
How does smart scheduling work?
Smart scheduling allows you to configure when reminders are sent based on payment due dates, customer preferences, and business rules. You can set automatic reminders before due dates, immediate follow-ups after due dates, and escalating reminders for overdue payments.
Can Payment Chase manage appointment scheduling?
Yes, Payment Chase includes appointment management features that allow customers to schedule payment dates or arrange payment plans. Customers can select convenient times for payment calls or set up recurring payment schedules.
How does it integrate with existing systems?
Payment Chase connects with most business systems through APIs, automatically syncing customer data, invoice information, and payment status without manual exports.
How many payment reminders are too many?
Most businesses find that three to five reminders strike the right balance. Start with a friendly nudge before the due date, then move to a clear overdue notice, and finally a firm follow-up. With Payment Chase, teams schedule reminders according to customer behaviour to avoid excess communication.
Can automation really be friendly and personalised?
Yes. Modern platforms create reminders that feel personal, even when sent automatically. They use customer names, invoice numbers, payment history, and preferred communication channels. If a customer pays immediately, the workflow stops. If they ask for an extension, the system adjusts.
Why do automated reminders improve cash flow so effectively?
Manual follow-up is time-consuming, and invoices can easily get lost amidst workloads. Automated reminders stay on schedule, ensuring customers receive consistent communication until payment is complete. Patterns are also detected, so customers who normally pay late receive earlier nudges.
Do automated payment chases reduce the workload for finance teams?
Yes. Finance departments commonly spend hours per week sending reminders and examining responses. Automation eliminates these repetitive tasks, giving staff more time to focus on complex queries, reporting, and customer service.
Ready to automate your payment collections?
See how Payment Chase can reduce overdue payments, improve cash flow, and free your team from manual follow-up.
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