Getting Started

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

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10 articles in this collection
Written by Jimmy Cooper, Jane, Dominic and 1 other

How to pause or activate your ezyCollect account

Change the system status between active and paused

Written by Cassy
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 Cassy
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

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

Change and Verify Outgoing Email Address

How to verify outgoing email address, personalised reminders

Written by Dominic
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

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