ezyCollect

change timezone and date format in your ezyCollect file

Timezone and Date Format Configuration

Exclude, pause your Invoice, or Mark them in dispute, direct debit or create your own invoice status

Invoice Status

Edit & Personalise the different button used in your email templates

Template Button Settings

Learn how it works, how you can use payment date and make changes.

Promise to Pay

Escalate multiple customers to a debt collection agency to send demand letters or proceed with debt collection process [bulk action]

Escalate multiple customers to send Demand Letter or to Debt Collection

Webhooks

create new, save and set templates that you can use for automated and on-demand statements and on-demand/manual emails

Templates Page

How to check and preview the customer statement design

Statement Data and Design

What are the different customer statuses in ezyCollect and what do they mean?

Customer Status

A birds eye view on customers who have open invoices

Customers who owe me money report

Activating customers in bulk

What is Customer's Page? Learn the actions that can be performed in this page and more!

ezyCollect's Customer Page

services excluded in your subscription and pricing

Add-on services and pricing

Thank you email for customer payments

Default customer contact tagged to ‘Receive All Communications’ applicable for ABM users only.

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

One portal for your customers to access invoices and statements

ezyCollect's Customer Portal

Choose to pause selected customers from receiving automated reminders

Pausing customers in ezyCollect

Exclude a customer or multiple customers (bulk) from receiving automated reminders

Excluding customers in ezyCollect

Manage the system generated emails you, as a user, receive from ezyCollect

ezyCollect User Email Alerts, Notifications and Report Settings

How to personalise your 'thank you for payment' emails so your customer automatically receives a timely thank you once they have paid.

Send a thank you for payment email

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

Default customer contact tagged to Receive All Communications applicable for Attache BI users only

Customer contacts for Attache BI integrated to ezyCollect

Sending automated and on-demand or manual SMS

How to send SMS to your customers

Default customer contact tagged to Receive All Communications applicable for these versions of MYOB

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

Default customer contact tagged to Receive All Communications applicable for Xero users only

Customer contacts for Xero integrated to ezyCollect

Setting up different customer contact recipients in your workflows using the Advanced Communications Settings

Advanced Communication Workflow Settings

Default customer contact tagged to Receive All Communications applicable for MYOB EXO users only

Customer contacts for MYOB EXO integrated to ezyCollect

Excluding invoices in your automated reminders

Default customer contact tagged to Receive All Communications applicable for MYOB Advanced users only

Customer contacts for MYOB Advanced integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for NetSuite and JCurve users only

Customer contacts for NetSuite/JCurve integrated to ezyCollect

Chasing oldest invoice

Tag different customer contact recipient/s to assign which communications they should receive

Customer Contact Tagging

Setting up Fax as a Communication Type

Send invoice copies on-demand via ezyCollect

How to Send Copies of Open and Invoices via ezyCollect

How to check which of your customer's contact is the ezyCollect default communications recipient?

Your customer contact as default ezyCollect communications recipient

Got a nice e-mail banner? You can embed images into your ezyCollect e-mail templates. 

Here's how.

How to insert images on your ezyCollect e-mail templates

send and setup on demand customer statement individually or in bulk outside of your automated workflow

How to send an On-demand Customer Statement

Record your ezyCollect notes back to your MYOB EXO automatically

ezyCollect - MYOB EXO Activity Write-back

How do I view all my customers/debtors within in ezyCollect?

Full Customer List in ezyCollect

Log user-generated communication activities and notes and review history of communications

How to manually log notes and communications to debtors

Setting up Credit Limit for Xero and MYOB Essentials users

Setting up & editing your customer's credit limit

Paused & excluded customers can receive your new invoice and pre-reminder emails

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

What is Credit Limit?  How does this work in ezyCollect? When do I set a Credit Limit? How do I set a Credit limit?

Credit Limit & Credit Limit Usage

SMS Features and Pricing

How can I get started with Postal Letter Reminders?

Postal Letter Pricing

How to sync with your accounting system more often

How to Change Sync Interval

How do I control the invoice format/layout used when sending invoice copies from ezyCollect if integrated with MYOB AccountRight Live

Selecting the format of invoice copies for MYOB AccountRight Live

Sync data from your accounting system with ezyCollect as you need it.

How to 'Sync on Demand' with your accounting software

Get a report on the last recorded actions on your customers and more

Detailed customer report

Customise your reminders by adding your logo to reminder emails

How to insert your logo into follow-up emails

Find a customer and view their debtor details and history in one place

How to search for a customer

Customers in the Red Zone

Search for debtors by days and amounts overdue by using advanced filters

Using advanced filters to find specific debtor groups

Email customers individually or in bulk as you require

Sending on-demand or manual email reminders

How MYOB users can update customers' credit terms in bulk

Changing customer terms in MYOB (in bulk)

Establish a seamless experience in your customer sign up process by capturing DDAs for immediate and future payments of goods and services

Credit / Customer Application: Capturing Direct Debit Authority (DDA) + DDA Mapping

Jimmy Cooper

Jane

Sesh

Everything you need to know about your ezyCollect 

General

Choose to mail your customers a reminder letter, customer statement or invoice.

Sending letters via Australia Post

Communication Time

Automatically attach the new invoices, overdue invoices or statements when you send relevant reminders to your customer.

Attach Invoice and Statement in your ezyCollect email reminders

Logging & Following up Call Tasks within ezyCollect

Katrina

Communication Rules

Find answers and get help from Intercom Support and Community Experts

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