General
Everything you need to know about your ezyCollect
By Jimmy and 4 others5 authors60 articles
- Timezone and Date Format Configuration
- Invoice Status
- Template Button Settings
- Promise to Pay
- Escalate multiple customers to send Demand Letter or to Debt Collection
- Webhooks
- Templates Page
- Statement Data and Design
- Customer Status
- Customers who owe me money report
- Activating customers in bulk
- ezyCollect's Customer Page
- Add-on services and pricing
- Thank you email for customer payments
- Customer Contacts for Advanced Business Manager (ABM) integrated to ezyCollect
- ezyCollect's Customer Portal
- Pausing customers in ezyCollect
- Excluding customers in ezyCollect
- ezyCollect User Email Alerts, Notifications and Report Settings
- Send a thank you for payment email
- Invoice credit terms do not match MYOB customer credit terms on card file
- Customer contacts for Attache BI integrated to ezyCollect
- How to send SMS to your customers
- Customer contacts for MYOB ARLive, ARDesktop, AROffline, Essentials integrated to ezyCollect
- Customer contacts for Xero integrated to ezyCollect
- Advanced Communication Workflow Settings
- Customer contacts for MYOB EXO integrated to ezyCollect
- Excluding invoices in your automated reminders
- Customer contacts for MYOB Advanced integrated to ezyCollect
- Customer contacts for NetSuite/JCurve integrated to ezyCollect
- Chasing oldest invoice
- Customer Contact Tagging
- Setting up Fax as a Communication Type
- How to Send Copies of Open and Invoices via ezyCollect
- Your customer contact as default ezyCollect communications recipient
- How to insert images on your ezyCollect e-mail templates
- How to send an On-demand Customer Statement
- ezyCollect - MYOB EXO Activity Write-back
- Full Customer List in ezyCollect
- How to manually log notes and communications to debtors
- Setting up & editing your customer's credit limit
- Including Paused and Excluded Customers in New Invoice and Pre-reminder Emails
- Credit Limit & Credit Limit Usage
- SMS Features and Pricing
- Postal Letter Pricing
- How to Change Sync Interval
- Selecting the format of invoice copies for MYOB AccountRight Live
- How to 'Sync on Demand' with your accounting software
- Detailed customer report
- How to insert your logo into follow-up emails
- How to search for a customer
- Customers in the Red Zone
- Using advanced filters to find specific debtor groups
- Sending on-demand or manual email reminders
- Changing customer terms in MYOB (in bulk)
- Credit / Customer Application: Capturing Direct Debit Authority (DDA) + DDA Mapping