Configure your invoice attachments in the automated New Invoice and Pre-Reminder Emails:
- Login to your ezyCollect file
- Go to Settings, then Configuration
- You can edit the New Invoice / Pre-reminder attachment setting to include: Link only (default setting), or PDF only, or Both Link and PDF. Choose your preferred setting and click Save.
Configure your customer statement in the automated Email Monthly Client Statement
- Login to your ezyCollect file
- Go to Settings, then Configuration
- You can edit the Monthly Client Statement Attachment Setting to include: Link only (default setting) or Both Link and PDF. Choose your preferred setting and click Save.
Attachments in the Communication Workflow (1st to 6th Follow-up Email)
- Please note that there's no attachment configuration for these.
- If you select to attach Overdue invoices and/or Customer Statements, the default attachment setting of Links and PDFs will apply.
Important Notes:
ezyCollect and Simplypaid users
Invoice and statement attachments will be configured to have the View Invoices or View Invoices/Statements button relevant to what is being attached. Once you or your customer/debtor clicks on the button, it will revert to the your customer's unique Simplypaid page.
See sample email below:
ezyCollect users (without Simplypaid):
Invoice and statement attachments will be configured to have the View Invoices or View Invoices/Statements button relevant to what is being attached. Once you or your customer/debtor clicks on the button, it will revert to the your customer portal.
See sample email below: