Getting Started

This collection of articles will give you the basics of how to set ezyCollect up for your company.

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13 articles in this collection
Written by Jimmy Cooper, Jane, and Dominic

Setting up scheduled Calls

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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.
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Written by Jimmy Cooper
Updated over a week ago

Change and Verify Outgoing Email Address

How to verify outgoing email address, personalised reminders
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Written by Dominic
Updated over a week ago

New Invoice Email

What is new invoice email? How does it work?
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Written by Jane
Updated over a week ago

Pre-reminder Email

What is a pre-reminder and how can I activate it?
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Written by Jane
Updated over a week ago

Excluding & pausing customers in ezyCollect

Choose to exclude or pause a customer from receiving follow-up reminders
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Written by Jimmy Cooper
Updated over a week ago

Sending manual emails in ezyCollect

Send an email to your customer outside of the automation schedule
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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
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Written by Jimmy Cooper
Updated over a week ago

How to send a bulk email

Send a personalised email to many customers at once
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Written by Jimmy Cooper
Updated over a week ago

Add-on services and pricing

services excluded in your subscription and pricing
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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
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Written by Jimmy Cooper
Updated over a week ago

Credit checks, demand letters & debt collection integration

Connect with other services that can help you make a collection and recover money.
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Written by Jimmy Cooper
Updated over a week ago

Thank you email for customer payments

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Written by Jimmy Cooper
Updated over a week ago