By default, ezyCollect shows you only debtors that owe you money. The advanced search function allows you to hone in on specific data when you are searching.
i.e. If you have a group of debtors owing over, $0.00 on their third payment reminder and you want to search this group try using the advanced search function:
- Click on Customers from the left menu.
- Click the Filter button on the right hand side of the Customers page.
- Complete the fields in Balance Owing, Total Overdue, Days Overdue, Follow-up Stage, Customer Status.
- Click Apply Filter to see the results.
In the example below, we search for all customers in the debt collection stage by clicking Debt Collector under Follow-up Stage.
Note- You can export to excel by clicking the export to excel button