Customer Page
Customer page will list all* of your customers that is synced to ezyCollect.
By default the customer page is filtered to display with Balance owing is greater than $0.00. You can clear this filter to display all your other customers present in ezyCollect.
What information can you find on the Customer's Page:
Company Name
Business Number (ABN or NZBN only)
Stage - the communication workflow stage where the customer sits
Days Overdue (and the due date)
Balance Owing
Credit Limit
Total Overdue
Risk Level
Some manual actions to selected customers - these actions are all available when selecting a customer and then hovering on the ellipsis
Accept Payment - this action can lead to manually accept credit card payment via Simplypaid or to view and download invoices, statements in the customer portal
Complete Customer Call
Purchase a comprehensive credit report
Bulk Actions:
Reports
Filtering:
Creating different customer groups based on a range of filters