Documentation

Create an invoice and hand it straight into follow-up.

The create flow is for teams that want ChaseNow to generate the invoice record and start the reminder schedule from the same place.

Steps

How to handle create invoice in ChaseNow

Enter the client name, email, amount, due date, and reference number.

Add line items so the invoice total and PDF output are correct.

Choose whether to include your business address in the invoice header.

Review the smart send suggestion or choose a custom send date.

Create the invoice, then send or schedule it from the confirmation flow.

Create flow

Invoice details on the left, email workflow on the right

Client and amount captured once

Line items and totals visible

Send controls choose the first delivery timing

Create is most useful when you want one place to generate the invoice, preview the email, and start the chase immediately.

Notes

Operational notes

Reference numbers should stay unique inside the business workspace.

The initial send date affects the reminder schedule that follows from the due date.

Keep line items and totals accurate because they carry through to the invoice PDF and email context.

FAQ

Can I schedule the first send for later?

Yes. The send controls support smart defaults and custom dates before the chase begins.

Does create replace my existing invoicing system?

It can, but many teams still use create only for invoices they want followed through inside ChaseNow.

Reminder scheduling

Open page

Invoice follow-up

Open page

Product overview

Open page

Next step

Use the docs, then put the workflow to work.

The goal of the documentation is not to describe software in the abstract. It is to help you get an invoice into ChaseNow and keep the follow-up moving.

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