This is where you really get to take control of your accounts receivables! Decide when the system should generate your reminders and what format they should take.

In the example below, we set up our first follow-up reminder to be an email sent 2 days after the oldest overdue invoice.

How to set-up your communication workflow:

  1. Login to your ezyCollect account

  2. Click Communication Rules from the left menu.

  3. Click View and Edit next to First Follow-Up.

  4. In the Schedule Communication field, type the number of days. In the example below, we type 2, indicating the reminder will be sent 2 days after the oldest overdue invoice.

  5. From the Communication Type drop down box, you can select Email, SMS, Fax or Call. (Note: Additional cost for SMS and Fax)

  6. You can now edit the templates provided by typing your subject heading, adding the body of your email, and by dragging and dropping merge fields from the right menu.

  7. Click Save and Enable to save changes.

  8. Confirm changes in the pop-up window by clicking Proceed to changing the communication plan.

  9. Continue to set up each subsequent follow-up, choosing your communication type (mail, email, call or fax) and your number of days each time. (Note that the days represent days after the previous follow-up was sent.)

Refer to the guideline video:

Related Info:

SMS Features and Pricing

Sending letters via Australia Post

Setting up Fax as a Communication Type

New Invoice Email

Pre-reminder Email

Advance Communication Workflow Settings

Customer Contact Tagging

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