ezyCollect

Change the system status between active and paused

How to pause or activate your ezyCollect account

set up, edit and review your plan so that follow-up reminders are set to go.

Communication Workflow

What is new invoice email? How does it work?

New Invoice Email

What is a pre-reminder and how can I activate it?

Pre-reminder Email

Set up and edit your automated monthly statement template and settings

Email Monthly Client Statement

add a new monthly statement and use new or saved templates

Set-up a second automated Client Statement

How to verify outgoing email address, personalised reminders

Change and Verify Outgoing Email Address

When you need to escalate your customers to the next step of collection process.

Debt Collection Referral

Managing and Saving Customer Tabs

Dominic

Tony

This collection of articles will give you the basics of how to set ezyCollect up for your company.

Getting Started

Find answers and get help from Intercom Support and Community Experts

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