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