Documentation
Upload an existing invoice and start the collections workflow from there.
Upload invoice is the fastest adoption path for businesses that already invoice elsewhere and only need the unpaid follow-up process.
Steps
How to handle upload invoice in ChaseNow
Enter the invoice number, customer details, amount, and due date.
Attach the original invoice PDF if you want the customer to receive it with follow-up emails.
Add a payment link or bank details if you want to include a way to pay.
Preview the first email and confirm the send.
Monitor the invoice from the board once the chase starts.
Existing invoice intake
Turn an existing invoice into a live chase record
Notes
Operational notes
Upload invoice works best when the original invoice was already sent to the customer.
Use notes only for context you actually want reflected in the follow-up copy.
If you do not attach a payment link, the message should still make the due date and next step clear.
FAQ
Do I need the original PDF?
No. It is optional, but attaching it can make the reminder clearer for the customer.
Can I use this if I invoice from QuickBooks or Xero?
Yes. This flow is designed for businesses that already generate invoices somewhere else.
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.