Documentation
Get started with ChaseNow in one practical workflow.
This guide walks through the shortest path to value: finish setup, add an invoice, preview the first email, and let the follow-up schedule take over from there.
Steps
How to handle getting started in ChaseNow
Sign up and verify the account email.
Complete business details so invoice and email copy have the right sender identity.
Choose whether to create an invoice or add one you already sent.
Review the first message preview and confirm the send.
Use the invoices board to monitor the chase, pause it, or mark the invoice paid later.
First-run workflow
One invoice in, one follow-up sequence live
Notes
Operational notes
ChaseNow is built around accounts receivable follow-up, not full accounting.
If you already use another invoicing tool, start with Add an invoice to get value faster.
The reminder sequence only stays useful if invoice status is kept accurate.
FAQ
What is the fastest way to test ChaseNow?
Use an invoice you already issued, preview the first follow-up, and start the chase from there.
Do I need to connect a payment processor first?
No. You can begin with the invoice workflow and add your preferred payment method details after setup.
Related pages
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.