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Help centre | Article

Automatic invoice chasers

Polite chase emails fire on day 14, 21, and 28 past due. You can turn them off.

Plus pricing

When chasers fire

Once an invoice passes its due date and is marked overdue, Sessional watches it for three automatic chase moments:

  • Day 14 past due: first polite chase, PDF attached
  • Day 21 past due: second chase
  • Day 28 past due: third chase

After day 28 the automation stops. Further chasing is manual from that point, or you take it offline.

What's in the chase email

The chase is sent by Sessional on your behalf, signed as a letter from you, with a reply address that brings their answer back onto the invoice. It includes the invoice number, amount, how many days past due, the original PDF, your bank details if you have set them, and the same 30-day workplace access link as the original invoice email.

Turning it off

Go to Notification preferences and toggle off Automatic invoice chasers. The cron still tracks overdue invoices and still moves them to overdue status for your dashboard, but no automated email is sent.

Cooldown and safety

Note

Chasers are cooldown-protected. Once a chase email goes out for an invoice, another chase on the same invoice is blocked for 72 hours, whether automated or manual. This prevents the cron from firing twice if it runs during an error or retry cycle.

What pauses the chasers

  • The organisation raises a dispute via the workplace link.
  • The organisation claims payment via Mark Paid.
  • You mark the invoice void.
  • You mark the invoice paid manually.
  • Plan downgrade: automatic chasing is a Plus and Pro feature. Basic tier accounts do not get auto-chase.

Frequently asked questions

What if the organisation has no email on file?
The cron skips the invoice entirely. Add a primary contact email on the organisation record and the next threshold will chase.
Can I customise the wording of invoice chaser emails?
Not the automated chase: it uses a tested, polite template. Manual chases from the invoice page let you add a custom message.
Will Sessional send auto-chasers on weekends or bank holidays?
The cron runs every hour. If day 14 past due lands on a Sunday, the chase fires on that Sunday.
Do auto-chasers run on the free Basic plan?
No. Auto-chase is a Plus and Pro feature. Basic tier users chase manually.

Related

Invoicing · Workplace access · Notification preferences