Chaser Integration & Invoice Approval Automation

When an invoice goes out with a wrong amount or a credit note wipes a balance prematurely, the customer sees the mistake before your team does. Chaser automation needs a gate that keeps the ledger clean without slowing the batch.

When Chaser runs unsupervised

Unreviewed actions in Chaser can hit customers, distort balances, or erase data that a downstream process still depends on.

• Create Invoice: a stale due date or misapplied line items land in a customer’s inbox, triggering payment disputes.
• Delete Contact Person: a key billing or escalation contact vanishes silently, stalling collections on overdue accounts.
• Bulk Upsert Overpayments: a sync error misallocates credits across dozens of accounts, turning the next reconciliation cycle into a fire drill.
• Update Credit Note: an unverified adjustment closes a receivable that should have remained open, writing off revenue prematurely.

What Rills does inside Chaser

Rills intercepts invoice creation, credit note adjustments, and contact person deletions before they commit. Each proposal queues with a confidence score; runs that fall below the threshold come back for a human look, so your team only steps in on edge cases.

The invoice still goes out; you just see it first.

Why Chaser has no triggers and how Rills fills the gap

Chaser doesn’t emit webhooks, so Rills can’t react to new records natively. Workflows instead run on a schedule or are kicked off by other apps in your stack, with Rills sitting as the approval layer inside every path.

• Poll daily for updated customers or newly flagged overpayments and stage Create Invoice or Bulk Upsert Overpayments proposals for review.
• Tie a Salesforce or HubSpot deal stage change to a batch that drafts credit notes or contact person updates, then opens an approval queue.
• Run a weekly reconciliation workflow that surfaces draft credit notes and overpayment adjustments for finance approval before the books close.