A chase for what is still owed

A sent quote that has gone quiet and a sent invoice that is overdue both need a nudge. YellowTradie puts that nudge on your Home screen with the message already written, and you send it with one tap. The amount in the message is what is still owed, not the original total.

The app never sends for you. The card appears when it is due, with the words ready, and you choose when to send.

What it does

Chasing is a ladder. The first step is friendly, the next is firmer, and the last says you have not been able to settle it and asks for payment or a reply by the end of the week. Each step is your own template with one line added for the rung it is on.

The Home screen shows the card when a quote has expired or an invoice is past its due date. The label says how late the bill is on the first chase, and which chase it is after that. Between chases the card waits and says when the next one is due. After the number of chases you set, it stops and the invoice is a decision rather than a reminder.

Every chase message carries three things you do not have to remember to add. The bank details from Settings, the payment reference which is the invoice number, and the sign-off with your business name. A blank template still includes them, because a chase that cannot be paid is not a chase.

Who it is for

It is for the solo trader who sends a proper bill and then does not have time to chase it. One person and one phone, with no office behind it.

It is not for automatic dunning by email. You see the card, you read the message, and you press send.

How it works

1. You send the quote or the invoice. The due date on the invoice is the date the customer is expected to pay by.
2. In Settings you choose when the chase appears. The first chase after a number of days late, then every so many days, and how many chases in total. The wording firms up with each step.
3. When it is due, the Chase card appears on Home with the message already written for that bill and that step.
4. You send it. The phone's share sheet opens with the message and the bill's link. The app records that a chase went so the next one is counted and worded for the rung it is on.
5. Between chases the invoice shows as chased and says when the next one is due. It comes back on schedule.
6. When the money arrives you record the payment. The balance falls, and the chase stops when the bill is paid in full.

A part paid invoice is still chased, but only for the balance. The message says what is still owed, not the original total.

The four steps

The ladder is four places where your words are used. Send quote, chase quote, send invoice, chase invoice. Each has its own box in Settings. The invoice chase is the one that firms up, because that is where the money is.

• Step one has no added line. It is your template with the bank details and the reference and the sign-off.
• Step two adds: Please can you sort it when you get a moment, or let me know if there is a problem.
• Step three and any step after it adds: I have not been able to get this settled, so please can you pay it or let me know what is happening by the end of the week.
• If you have removed the placeholders for bank details, sign-off or escalation from your template, the app still adds that piece on its own line rather than letting a chase go out without a way to pay.

You can change any of the four templates. You can also leave a box empty, and the app's own words send. A quote chase uses the quote number and a bill chase uses the invoice number.

What it does not do

• It does not send a chase on its own. A chase is a card on Home with the message ready. You send it.
• It does not chase a draft. A bill that has never been sent has no due date promise, so it is never shown as late.
• It does not ask for the original total when part has been paid. The figure is the balance that is still owed.
• It does not forget a chase you sent. The count and the date go up each time, and the next wording follows the step.
• It does not leave a chased invoice without a place. Between chases the card says when the next one is due rather than vanishing.
• It does not chase forever. After the number of chases you set, the invoice stops appearing as a reminder.

Questions

When does the first chase appear?

After the number of days late you set in Settings. The default is seven days past the due date. A draft never appears, and a paid bill never appears. An overdue bill that has had a payment still appears, for the amount that is left.

What amount does the chase ask for?

What is still owed. The message takes the total and subtracts what has been paid. A bill for 1,200 with 500 paid is chased for the 700 that is left, not the original total.

What is added to my words?

The bank details from Settings, the payment reference which is the invoice number, and the sign-off with your business name. The escalation line for the step is also added. If your template already has those placeholders, they are filled once. If it does not, the app adds the missing piece on its own line.

Can I change how many times it chases?

Yes. In Settings you choose how many chases appear on Home. After that the invoice stops appearing as a reminder. The default is three.

Does it chase quotes as well?

Yes. A sent quote has its own timing. When it has expired and you have the reminders on, the quote appears on Home with its own chase message. A draft quote never does.

Where is the chase recorded?

On the invoice. The bill keeps the chase count and the last chased date, so the step and the next due date are always right, and the history line reads Chased twice, last 5 days ago.

Related

• Invoices: the bill the chase is about.
• Quotes: the price the customer answered, and its own chase.
• Messages: the four boxes that hold your words.
• Every part of the app: the other pages.

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