A chase step is a single reminder message sent to your client. Each step has three key properties: the channel (email, SMS, or WhatsApp), the tone (friendly, formal, or firm), and the scheduled send time.
When you create a manual chase, you define one step at a time. When you use a reminder policy, the policy defines multiple steps at different points relative to the due date — for example, a friendly email 3 days before, a formal WhatsApp on the due date, and a firm SMS 7 days after.
Each step shows its current status: Scheduled (queued to send), Sent (sent by the system), Delivered (confirmed delivery), Read (opened by client), or Failed (delivery error).
Chase Steps
A chase step is a single reminder message sent via email, SMS, or WhatsApp. Multiple steps together form a chase sequence. Each step can use a different channel and tone depending on how overdue the bill is.
A chase step is a single reminder message sent to your client. Each step has three key properties: the channel (email, SMS, or WhatsApp), the tone (friendly, formal, or firm), and the scheduled send time.
When you create a manual chase, you define one step at a time. When you use a reminder policy, the policy defines multiple steps at different points relative to the due date — for example, a friendly email 3 days before, a formal WhatsApp on the due date, and a firm SMS 7 days after.
Each step shows its current status: Scheduled (queued to send), Sent (sent by the system), Delivered (confirmed delivery), Read (opened by client), or Failed (delivery error).
Chase Steps
A chase step is a single reminder message sent via email, SMS, or WhatsApp. Multiple steps together form a chase sequence. Each step can use a different channel and tone depending on how overdue the bill is.