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Getting Started
Getting Started
This collection of articles will give you the basics of how to set ezyCollect up for your company.
13 articles in this collection
Written by
Jimmy Cooper,
Jane,
and
Dominic
Set-up a second automated Client Statement
add a new monthly statement and use new or saved templates
Written by
Jane
Updated over a week ago
Setting up scheduled Calls
Written by
Jimmy Cooper
Updated over a week ago
Setting up your communication workflow
Edit and review your plan so that follow-up reminders are set to go.
Written by
Jimmy Cooper
Updated over a week ago
Change and Verify Outgoing Email Address
How to verify outgoing email address, personalised reminders
Written by
Dominic
Updated over a week ago
New Invoice Email
What is new invoice email? How does it work?
Written by
Jane
Updated over a week ago
Pre-reminder Email
What is a pre-reminder and how can I activate it?
Written by
Jane
Updated over a week ago
Sending manual emails in ezyCollect
Send an email to your customer outside of the automation schedule
Written by
Jimmy Cooper
Updated over a week ago
How to pause or activate your ezyCollect account
Change the system status between active and paused
Written by
Jimmy Cooper
Updated over a week ago
How to send a bulk email
Send a personalised email to many customers at once
Written by
Jimmy Cooper
Updated over a week ago
Add-on services and pricing
services excluded in your subscription and pricing
Written by
Jane
Updated over a week ago
Creating new users in ezyCollect
How to give your staff access to use the ezyCollect account - add or edit users
Written by
Jimmy Cooper
Updated over a week ago
Demand letters & Debt collection integration
When you need to escalate your customers to the next step of collection process.
Written by
Jane
Updated over a week ago
Thank you email for customer payments
Written by
Jimmy Cooper
Updated over a week ago