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Invoice follow-ups for creative & marketing agencies
Retainers, project invoices, and scope-change bills — chasing all of it by hand stops scaling past a handful of clients.
The agency problem
An account manager is usually the one who has to double as the collections department, on top of running the account. With several clients overdue at once, each at a different stage and a different tone requirement, the follow-up either gets skipped or comes out sounding more aggressive than the relationship can take.
How Chasa helps
Chasa drafts a tone-matched follow-up for each overdue invoice — friendly for a retainer client one week late, firmer for a project bill that's gone quiet for a month. Share chase status across the team so nobody double-chases the same client, and nobody's invoice falls through the cracks between account managers.
Built for how agencies bill
- Team access to share chases and templates across the account team
- AI 3-step chase plans for larger project invoices that need a sequence, not a single nudge
- Native QuickBooks Online and Xero sync so invoice status stays current