This feature will save you and your customer time, as often, your customer hasn't paid because they have simply lost track of the invoice/s and/or statements.

ezyCollect allows you to automatically attach invoice and statements on relevant reminders. To set this up: 

  1. Login to your ezyCollect file. 

  2. Click on Settings from the left hand menu.

  3.  Select Communication Rules.

  4. View and Edit the follow-up reminder that requires attachments.

  5. You can choose to: 

  • Attach New invoices available for New Invoices and Pre-reminder automated emails 

  • Overdue invoices and/or the customer statement available for all first to 6th follow up automated emails 

5. Just select the the tick box next to each option to attach accordingly.
6 .Then Preview and Save and Enable your changes. 

Important Notes: 

  1. Invoices attached are generated from your accounting software (except for accounting softwares ABM, Attache BI, MYOB AccountRight Classic/Desktop - these users will use the ezyCollect format invoice) 

  2. Statements attached use ezyCollect statement format (Basic or Premium) and not from your accounting software. Check here for the different statement designs.

  3. Automated email follow ups (first to sixth follow-up) will attach invoices and/or customer statements by links and PDFs by default. There's no configuration to change this default setting. 

  4. New Invoice Email, Pre-reminder Email and Monthly Client Statement attachments can be configured to include links and/or PDFs. To configure these settings, please see instructions here. 

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