Chasd.Guides

GETTING STARTED

Set up Xero credit control safely

Connect Xero read-only, review B2B contacts, choose a reminder sequence and activate Chasd with safe stopping rules.

8 min readFor Workspace owners and finance leads

DIRECT ANSWER

To set up Chasd safely, connect one Xero organisation with read-only access, confirm legitimate B2B contacts, review the reminder sequence, keep Approval mode on initially, then enable chasing. Chasd checks Xero again before every send and stops for payment, replies, disputes, bounces and active promises.

Before you start

Use a Xero account that can authorise the organisation. Decide who owns exceptions and prepare the company signature customers should see.

  1. 1Confirm the workspace company name.
  2. 2Choose an owner for approvals and replies.
  3. 3Identify legitimate business customers; Chasd is for B2B chasing only.

Connect Xero read-only

Chasd requests invoice, contact and organisation read scopes plus offline access. It does not request accounting write access.

  1. 1Open Settings, choose Connections, then Xero.
  2. 2Select Connect Xero and authorise the requested read-only scopes.
  3. 3Choose the correct Xero organisation and run the first sync.
  4. 4Check the organisation name and last-sync time before continuing.

Important: If the wrong organisation is connected, disconnect it from Settings under Connections. Chasing turns off during disconnection.

Review B2B contacts

Only contacts with a valid email, B2B confirmation, chasing enabled and no pause can enter a sequence.

  1. 1Open Contacts.
  2. 2Confirm each legitimate B2B customer.
  3. 3Correct operational notes or pause exceptions.
  4. 4Use Invoices for bulk confirmation or Settings under Data for CSV settings import.

Review and activate

Balanced defaults send on days 1, 7 and 14, then stop for manual escalation on day 30. Approval mode is the safest starting point.

  1. 1Open Chasing and review every subject and message body.
  2. 2Keep Approval mode selected under Settings, then Reminders.
  3. 3Confirm the weekday sending window.
  4. 4Enable chasing, then review the first prepared reminder before sending.

Common questions

Can Chasd change invoices in Xero?

No. Chasd uses read-only Xero scopes and treats Xero as the payment source of truth.

What stops an automatic reminder?

Xero-confirmed payment, a customer reply, a dispute or claimed payment, an active promise, a bounce, a pause, missing eligibility data, an unhealthy sync or inactive billing stops sending.

Should a new workspace use Autopilot?

Start in Approval mode. Move to Autopilot only after contact eligibility, wording and exception ownership are proven.

READ NEXTManage customers, pauses and chasing eligibility