Introduction

You use the Chase Screen to help you telephone your customer to a) find the reason for non-payment and b) set a realistic date for when you'll call back if the payment still doesn't arrive.

Applies to

Credit Hound, Credit Hound Express for Sage 50

Process

Click Start Chase.

Note: If you have any upcoming call backs, the Outstanding Diary Entries window opens containing details.

Complete - click if you've completed the task.

Remove - click if you no longer want to do it.

Continue Chase - click to ignore this information and chase now.

Cancel Chase - click to return to Chase Screen without chasing.

Note: The option to tag an account with a reason for non-payment and to add a diary entry are only available once you have clicked Start Chase.

Call the customer

Remember:

• Always identify the person you are speaking to first. This ensures you have accurate records for future chases or in case of queries.
• Your main purpose is to a) find the reason for non-payment and b) set a realistic date for when you'll call back if the payment still doesn't arrive.

Tag the transaction with a reason for non-payment

There are two ways to tag a transaction(s) with a reason for non-payment.

a) Tag a reason for non-payment via the Note Pad

b) Tag a reason for non-payment by right-clicking a transaction

Add a diary entry for your next follow up

To add a diary entry via the Note Pad(Credit Hound v4 and earlier), or the Chase tab (Credit Hound v5 and above)

1. In the Account Information section, click the Note Pad tab.
2. In Diary Entry, enter the time and date when you will call back. Ensure the Create Reminder check box is ticked.
3. In Actions, enter the amount promised. Note: if no money has been promised, enter 0. If you want to enter the total of all remaining overdue invoices, click Analyse Remaining.

To add a diary entry by right-clicking a transaction

1. Right click a transaction in the Chase Screen and select Add Call Back. The Select a Call Back window appears. Select a call back reason and click OK. The Call Back window appears.
2. Enter the amount promised, and a call back date and time. You can also enter comments.

Save the details

To save via the Note Pad / Chase tab

If you are in Transaction mode, click Assign to Selected (=assign the promised amount to the selected invoice). If you are in Account mode, click Pay in Full.

To save if you have right-clicked a transaction

Click .Save and Close

Knowledge Base Article Details

Related Product	Credit Hound, Credit Hound Express for Sage 50
Reference Number	KBA-03-02-006
Document Date	07/04/2015
Original Author	Vince Hodgson
Document Version	1.0
Last Updated	20/08/2015
Update Author
Keywords	Chase, Chasing, How-To, Process