ezyCollect's Customer Page

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

• Extracting Detailed Customer Report

• 'Customers who owe me money' Report

Filtering:

• Creating different customer groups based on a range of filters