What data is in your statement? Some field below will either apply to Basic or Premium monthly statement
Your company details - as set up in the company details section in ezyCollect
Your customer name and billing address as pulled in your accounting or ERP software
Date of invoice issued, due date of the invoice
Invoice No. - only open invoices are shown in statement
PO No./Reference (if any or if applicable)
Payment (if any)
Balance of the invoice
Unallocated credit note (if any)
Unallocated payment (if any)
Broken down into the due date total [Current and the last 3 months]
Payment Options - you can input your bank details as set up in the payment settings in your ezyCollect file
Credit Card option with the Pay Now button if you have Simplypaid enabled
ezyCollect does not bring in your statement design from your accounting or ERP software. We have 2 statement designs available for you.
Basic Monthly Statement - template is show below. By default, the basic monthly design is used in your ezyCollect files.
2. Premium Statement - premium statement design as shown below is available to Simplypaid users and selected plans.
Supercharge your collections with ezyCollect's Premium Statement
Add a Pay Now button to accept online credit card payments directly from your smart monthly e-statement.
Includes the due date of invoices
Calculates and lists the total overdue
Modernised layout with more space for your logo and company contact details
Includes your credit terms
How to preview your statement template:
Login to your ezyCollect account.
Go to Customers Page; select and click the customer name you want to preview the statement.
On the upper right hand corner, click on Actions then click Send Customer Statement.
4. You will be prompted to select the method, select Print and this will open to a new window. Please ensure you disable any pop-up blockers in your browser.
5. The statement design will open to a new window and you can preview the format and content of the actual statement before sending it to your customer (or print it as well).