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:

Reports

Filtering:

  • Creating different customer groups based on a range of filters


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