General

Everything you need to know about your ezyCollect

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48 articles in this collection
Written by Jimmy Cooper, Jane, Katrina and 5 others

Activating customers in bulk

Activate more than one customer in bulk
Jane avatar
Written by Jane
Updated over a week ago

Customer Contacts for Advanced Business Manager (ABM) integrated to ezyCollect

Default customer contact tagged to ‘Receive All Communications’ applicable for ABM users only.
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Written by James Yoo
Updated over a week ago

ezyCollect's Customer Portal

One portal for your customers to access invoices and statements
Jane avatar
Written by Jane
Updated over a week ago

Excluding customers in bulk

Exclude more than one customer from receiving follow-up reminders
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Written by Jimmy Cooper
Updated over a week ago

Configuring new invoices, overdue invoices and monthly client statement attachments

Attachment Settings for your invoice and statement
Jane avatar
Written by Jane
Updated over a week ago

ezyCollect Email Alerts, Notifications and Report Settings

Manage the system generated emails you, as a user, receive from ezyCollect
Jane avatar
Written by Jane
Updated over a week ago

Send a thank you for payment email

How to personalise your 'thank you for payment' emails so your customer automatically receives a timely thank you once they have paid.
Jimmy Cooper avatar
Written by Jimmy Cooper
Updated over a week ago

Invoice credit terms do not match MYOB customer credit terms on card file

Credit Terms. Terms don't match.
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Written by Jimmy Cooper
Updated over a week ago

Customer contacts for Attache BI integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for Attache BI users only
Jane avatar
Written by Jane
Updated over a week ago

How to send manual SMS

Katrina avatar
Written by Katrina
Updated over a week ago

Customer contacts for MYOB ARLive, ARDesktop, AROffline, Essentials integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for these versions of MYOB
Jane avatar
Written by Jane
Updated over a week ago

Customer contacts for Xero integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for Xero users only
Jane avatar
Written by Jane
Updated over a week ago

Advanced Communication Workflow Settings

Setting up different customer contact recipients in your workflows using the Advanced Communications Settings
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Written by Dominic
Updated over a week ago

Customer contacts for MYOB EXO integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for MYOB EXO users only
Jane avatar
Written by Jane
Updated over a week ago

Excluding invoices in your automated reminders

Invoice exclusion
Katrina avatar
Written by Katrina
Updated over a week ago

Customer contacts for MYOB Advanced integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for MYOB Advanced users only
Jane avatar
Written by Jane
Updated over a week ago

Email Monthly Client Statement

Set up your monthly statements to go out automatically and see the default and premium statement template
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Written by Julian Sison
Updated over a week ago

Customer contacts for NetSuite/JCurve integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for NetSuite and JCurve users only
Jane avatar
Written by Jane
Updated over a week ago

Chasing oldest invoice

ezyCollect chases oldest overdue invoice
Katrina avatar
Written by Katrina
Updated over a week ago

Customer Contact Tagging

Tag different customer contact recipient/s to assign which communications they should receive
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Written by Dominic
Updated over a week ago

Setting up Fax as a Communication Type

Sending Fax. Pricing
Katrina avatar
Written by Katrina
Updated over a week ago

How to Send Copies of Open and Invoices via ezyCollect

Send invoice copies on-demand via ezyCollect
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Written by Julian Sison
Updated over a week ago

Your customer contact as default ezyCollect communications recipient

How to check which of your customer's contact is the ezyCollect default communications recipient?
Dominic avatar
Written by Dominic
Updated over a week ago

How to insert images on your ezyCollect e-mail templates

Got a nice e-mail banner? You can embed images into your ezyCollect e-mail templates. Here's how.
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Written by Bill
Updated over a week ago

How to send an On-Demand Statement

Julian Sison avatar
Written by Julian Sison
Updated over a week ago

ezyCollect - MYOB EXO Activity Write-back

Record your ezyCollect notes back to your MYOB EXO automatically
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Written by Dominic
Updated over a week ago

Full Customer List in ezyCollect

How do I view all my customers/debtors within in ezyCollect?
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Written by Julian Sison
Updated over a week ago

How to manually log notes and communications to debtors

Log user-generated communication activities and notes and review history of communications
Jane avatar
Written by Jane
Updated over a week ago

Setting up & editing your customer's credit limit

Setting up Credit Limit for Xero and MYOB Essentials users
Jane avatar
Written by Jane
Updated over a week ago

Including Paused and Excluded Customers in New Invoice and Pre-reminder Emails

Paused & excluded customers can receive your new invoice and pre-reminder emails
Jane avatar
Written by Jane
Updated over a week ago

Credit Limit & Credit Limit Usage

What is Credit Limit? How does this work in ezyCollect? When do I set a Credit Limit? How do I set a Credit limit?
Jane avatar
Written by Jane
Updated over a week ago

How Can I Complete a Call within ezyCollect?

Katrina avatar
Written by Katrina
Updated over a week ago

Postal Letter Pricing

How can I get started with Postal Letter Reminders?
Jane avatar
Written by Jane
Updated over a week ago

SMS Features and Pricing

Send SMS to your customers. Enable SMS and Pricing
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Written by Jimmy Cooper
Updated over a week ago

How to Change Sync Interval

How to sync with your accounting system more often
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Written by Jimmy Cooper
Updated over a week ago

Selecting the format of invoice copies for MYOB AccountRight Live

How do I control the invoice format/layout used when sending invoice copies from ezyCollect if integrated with MYOB AccountRight Live
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Written by Sesh
Updated over a week ago

How to 'Sync on Demand' with your accounting software

Sync data from your accounting system with ezyCollect as you need it.
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Written by Jimmy Cooper
Updated over a week ago

Detailed customer report

Get a report on the last recorded actions on your debtors
Jane avatar
Written by Jane
Updated over a week ago

How to insert your logo into follow-up emails

Customise your reminders by adding your logo to reminder emails
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Written by Jimmy Cooper
Updated over a week ago

Debtors in the Red Zone

Take action on customers at high risk of default payment
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Written by Jimmy Cooper
Updated over a week ago

How to search for a customer

Find a customer and view their debtor details and history in one place
Jimmy Cooper avatar
Written by Jimmy Cooper
Updated over a week ago

Using advanced filters to find specific debtor groups

Search for debtors by days and amounts overdue by using advanced filters
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Written by Jimmy Cooper
Updated over a week ago

Controlling the invoice layout used when sending invoice copies from ezyCollect

For MYOB AR Live users
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Written by Jimmy Cooper
Updated over a week ago

Sending on-demand or manual email reminders

Email customers individually or in bulk as you require
Jimmy Cooper avatar
Written by Jimmy Cooper
Updated over a week ago

Changing customer terms in MYOB (in bulk)

How MYOB users can update customers' credit terms in bulk
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Written by Jimmy Cooper
Updated over a week ago