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).