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General
General
Everything you need to know about your ezyCollect
+5
54 articles in this collection
Written by
Jimmy Cooper,
Jane,
Katrina
and 5 others
Email Monthly Client Statement
Set up and edit your automated monthly statement template and settings
Written by
Jane
Updated over a week ago
Templates
create new, save and set templates that you can use for automated and on-demand statements and on-demand/manual emails
Written by
Jane
Updated over a week ago
Statement Design
How to check and preview the customer statement design
Written by
Jane
Updated over a week ago
Customer Status
What are the different customer statuses in ezyCollect and what do they mean?
Written by
Jane
Updated over a week ago
Customers who owe me money report
A birds eye view on customers who have open invoices
Written by
James Yoo
Updated over a week ago
Activating customers in bulk
Activate more than one customer in bulk
Written by
Jane
Updated over a week ago
ezyCollect's Customer Page
What is Customer's Page? Learn the actions that can be performed in this page and more!
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.
Written by
James Yoo
Updated over a week ago
ezyCollect's Customer Portal
One portal for your customers to access invoices and statements
Written by
Jane
Updated over a week ago
Pausing customers in ezyCollect
Choose to pause selected customers from receiving automated reminders
Written by
Jane
Updated over a week ago
Excluding customers in ezyCollect
Exclude a customer or multiple customers (bulk) from receiving automated reminders
Written by
Jane
Updated over a week ago
Configuring new invoices, overdue invoices and monthly client statement attachments
Attachment Settings for your invoice and statement
Written by
Jane
Updated over a week ago
ezyCollect User Email Alerts, Notifications and Report Settings
Manage the system generated emails you, as a user, receive from ezyCollect
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.
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.
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
Written by
Jane
Updated over a week ago
How to send SMS to your customers
Sending automated and on-demand or manual SMS
Written by
Jane
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
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
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
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
Written by
Jane
Updated over a week ago
Excluding invoices in your automated reminders
Invoice exclusion
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
Written by
Jane
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
Written by
Jane
Updated over a week ago
Chasing oldest invoice
ezyCollect chases oldest overdue invoice
Written by
Katrina
Updated over a week ago
Customer Contact Tagging
Tag different customer contact recipient/s to assign which communications they should receive
Written by
Dominic
Updated over a week ago
Setting up Fax as a Communication Type
Sending Fax. Pricing
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
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?
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.
Written by
Bill
Updated over a week ago
How to send an on demand Customer Statement
send and setup on demand customer statement individually or in bulk outside of your automated workflow
Written by
Jane
Updated over a week ago
ezyCollect - MYOB EXO Activity Write-back
Record your ezyCollect notes back to your MYOB EXO automatically
Written by
Dominic
Updated over a week ago
Full Customer List in ezyCollect
How do I view all my customers/debtors within in ezyCollect?
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
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
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
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?
Written by
Jane
Updated over a week ago
How Can I Complete a Call within ezyCollect?
Written by
Katrina
Updated over a week ago
Postal Letter Pricing
How can I get started with Postal Letter Reminders?
Written by
Jane
Updated over a week ago
SMS Features and Pricing
Send SMS to your customers. Enable SMS and Pricing
Written by
Jimmy Cooper
Updated over a week ago
How to Change Sync Interval
How to sync with your accounting system more often
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
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.
Written by
Jimmy Cooper
Updated over a week ago
Detailed customer report
Get a report on the last recorded actions on your customers and more
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
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
Written by
Jimmy Cooper
Updated over a week ago
Customers in the Red Zone
Take action on customers at high risk of default payment
Written by
Jane
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
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
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
Written by
Jane
Updated over a week ago
Changing customer terms in MYOB (in bulk)
How MYOB users can update customers' credit terms in bulk
Written by
Jimmy Cooper
Updated over a week ago
Communication Rules
Sending letters via Australia Post
Choose to mail your customers a reminder letter, customer statement or invoice.
Written by
Jimmy Cooper
Updated over a week ago
Communication Time
When do my automated reminders* go out?
Written by
Katrina
Updated over a week ago
Attach Invoice and Statement in your ezyCollect email reminders
Automatically attach the new invoices, overdue invoices or statements when you send relevant reminders to your customer.
Written by
Jane
Updated over a week ago