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
- Send on-demand customer statement
- Send on demand SMS
- Sending on-demand or manual email reminders
- Purchase a comprehensive credit report
- Pause a Customer
- Exclude a Customer
Bulk Actions:
- Send on-demand or manual customer statement individually or in bulk
- Send bulk SMS
- Sending bulk on-demand email reminders to selected customers
- Excluding customers in bulk
- Activating customers in bulk
Reports
Filtering:
- Creating different customer groups based on a range of filters