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

Bulk Actions:



  • Creating different customer groups based on a range of filters

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