Payment Chase sends personalised email and SMS reminders on a schedule you set, each one with a secure link or a number to call. The customer pays by phone or on the link, and the chase stops the moment the payment lands. Your team only steps in when something genuinely needs attention.
Import invoices or create payment requests in the portal
2
Reminders go out on schedule
Personalised SMS and email with secure payment links
3
Customer pays, chasing stops
Automatic stop on payment with real-time notification
Advanced Features
Automated payment follow-up — from first reminder to phone payment
Automated reminders chase the invoice until the customer pays — usually on a secure phone call or the link you sent them. Your team only steps in if something goes sideways.
Full Email Template Management
Write your own reminder templates, each one pointing the customer to a secure payment link or a number to call. Tone and urgency escalate as the cut-off date gets closer, so the final nudge reads like a final nudge.
Flexible Scheduling Options
Set reminders by fixed days or by percentage of the window — we spread the chase evenly up to your cut-off, so you get more chances to land the phone payment before the deadline.
Cut-off Date Management
Set the cut-off date and time for an appointment or final payment deadline. As it approaches, the automated payment reminders get more frequent and more urgent — then the customer calls in and pays, or the chase closes on non-payment.
Active Transaction Monitoring
See every open payment request in one place — which are mid-chase, which are paid, which came in on a phone call, which came in on the link. Reminder history and customer interactions sit alongside, so your team picks up the phone knowing exactly where the customer is in the sequence.
Appointment Rebooking
When a customer reschedules, your team re-books the appointment or stops the chaser from the same screen — keeping phone payments landing on the new date instead of the old one.
Advanced Payment Links Integration
Payment Chase bolts onto Advanced Payment Links. Your existing secure link and phone payment setup stays where it is — chasing just starts running on top, no rebuild.
How It Works
Three steps to automated collections
1
Upload or create outstanding payments
Import a list of overdue invoices or create individual payment requests in the Paytia portal. Set the amount, due date, customer contact details, and reminder schedule for each.
2
Automated reminders go out on schedule
Paytia sends personalised SMS and email reminders on the schedule you set. Every message includes the amount owed, a reference, a secure payment link, and a number to call for agent-assisted phone payment. Reminders escalate automatically as the deadline approaches.
3
Customers pay, chasing stops
The moment the customer pays — on the link, or on a phone call to your team — the reminder sequence stops. You get an instant notification, the dashboard updates in real time, and there's no reconciliation to chase afterwards.
Demonstration Videos
Watch Payment Chase in action
Watch how the email and SMS flows get built, then sent out to land the customer on a secure phone payment or payment link. The videos walk through setup of the automated payment reminders and the chase sequence end to end.
How to set up a Payment Chase email template flow
This video shows how a Paytia administrative user creates a Payment Chase template sequence.
How users set up and send a payment with Payment Chase
This video shows how a Paytia payment user creates a payment request, activates and sets a Payment Chase appointment deadline date and sends the request out by email.
Use Cases
Industries that benefit from Payment Chase
Healthcare
Chase patients for appointment deposits and outstanding balances. Automated reminders cut no-shows, and when the patient's ready to pay they do it by phone or on the secure link — nothing lands on the front-desk team.
Legal and Professional Services
Follow up on retainer payments and invoices automatically. Set cut-off dates aligned to court deadlines or project milestones, and let the system handle the chasing.
Property and Lettings
Collect rent payments, deposits, and service charges on time. Automated reminders keep tenants informed and your cash flow predictable.
Education and Training
Chase course fees, exam payments, and membership renewals. Payment Chase handles the follow-up so your team can focus on delivering great experiences.
Subscription Services
Recover failed payments and chase overdue renewals automatically. Keep your recurring revenue on track without manual intervention.
Trade and Field Services
Send payment requests and chase outstanding invoices for completed work. The customer pays on the secure link or rings your office and settles on the phone — whichever suits them.
FAQ
Frequently asked questions
What is Payment Chase and how does it work?
Payment Chase is an automated payment reminder and follow-up system that lands the customer on a secure phone payment or a payment link. The system automatically detects when payments are due, sends customised reminder emails or SMS messages to customers, schedules follow-up communications, and tracks payment status.
How does Payment Chase improve cash flow?
Payment Chase improves cash flow by automating payment reminders, reducing the time between invoice and payment, and ensuring consistent follow-up on outstanding balances. The system sends timely reminders before payments are due, follows up immediately after due dates, and escalates communications for overdue payments. Because every reminder ends with a way to pay by phone or on a link, outstanding balances get cleared in the same call or click.
Can Payment Chase customise email templates?
Yes, Payment Chase allows full customisation of email templates, including branding, messaging, and tone. You can create different templates for different scenarios such as first reminders, overdue notices, and final demands.
How does smart scheduling work?
Smart scheduling allows you to configure when reminders are sent based on payment due dates, customer preferences, and business rules. You can set automatic reminders before due dates, immediate follow-ups after due dates, and escalating reminders for overdue payments.
Can Payment Chase manage appointment scheduling?
Yes, Payment Chase includes appointment management features that allow customers to schedule payment dates or arrange payment plans. Customers can select convenient times for payment calls or set up recurring payment schedules.
How does it integrate with existing systems?
Payment Chase connects with most business systems through APIs, automatically syncing customer data, invoice information, and payment status without manual exports.
How many payment reminders are too many?
Most businesses find that three to five reminders strike the right balance. Start with a friendly nudge before the due date, then move to a clear overdue notice, and finally a firm follow-up. With Payment Chase, teams schedule reminders according to customer behaviour to avoid excess communication. Each of those reminders points the customer to a phone payment or secure link, so when they're ready, paying takes seconds.
Can automation really be friendly and personalised?
Yes. Modern platforms create reminders that feel personal, even when sent automatically. They use customer names, invoice numbers, payment history, and preferred communication channels. If a customer pays immediately, the workflow stops. If they ask for an extension, the system adjusts.
Why do automated reminders improve cash flow so effectively?
Manual follow-up is time-consuming, and invoices can easily get lost amidst workloads. Automated reminders stay on schedule, ensuring customers receive consistent communication until payment is complete. Patterns are also detected, so customers who normally pay late receive earlier nudges.
Do automated payment chases reduce the workload for finance teams?
Yes. Finance departments commonly spend hours per week sending reminders and examining responses. Automation eliminates these repetitive tasks, giving staff more time to focus on complex queries, reporting, and customer service.
Ready to automate your payment collections?
See how Payment Chase cuts overdue invoices, tidies up cash flow, and turns manual payment follow-up into a sequence that ends on a secure phone payment or link.
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