Accounts receivable automation for
Microsoft Dynamics 365
Unlock account receivables efficiency, get paid faster with
Microsoft Dynamics 365 + ezyCollect
Sync ezyCollect with Microsoft Dynamics 365 for streamlined accounts receivable management. Automate invoice reminders, provide convenient payment options, and monitor late payments—all in one platform
Tailored automatic communications
Customise payment reminders or utilise the AI template generator. Segment customers, and schedule emails, SMS, calls, and mail, freeing up time for business growth.
Enhanced bad debt protection
Protect your business with upfront credit risk data and a disciplined process for cash recovery and debtor management, minimising your risk for late payments and bad debts.
Provide flexible payment options to match your customer’s preferences. Simplify credit card, bank transfer and direct debit transactions, ensuring a smoother payment experience and quicker cash returns.
Accounts receivable features for MS Dynamics 365
Save your team from chasing payments. Power up MS Dynamics 365 with automation features that simplify your accounts receivable management, so you get paid faster, and easier.
Automate customer communications
New feature: Generate email templates with help of AI*
Customise invoice reminder templates and send via email, SMS*, fax and post
Customise your communication workflow and channels
Send re-issued invoices
Send ‘Payment due soon’ notifications
Track email and invoice delivery
Send monthly statements
Send communications in bulk according to customer segments
Daily ‘customers-to-call’ list sent to your inbox
View communications history per customer
Manage active debtors
Track and generate report of ageing invoices
Monitor customer payment history and status
Generate Accounts Receivable Ledger-level reports
Manage and track customers’ credit limit
Audit trail of customer history and status
Daily ‘customers-to-call’ list
Manage your credit risk (Credit Insights)*
Access business credit scores
Generate risk trend report of customers
Request B2B credit reports per customer
Get credit risk email or SMS alerts per customer
Real-time credit risk monitoring in your customer list view
Streamline customer and credit applications*
New feature: Payment authorisation module/ DDA on your customer or credit application forms*
Customisable online credit application forms
Customisable customer onboarding forms
Business credit score and detailed credit report integrated to your application review process
Accept and manage payments (ezyCollect Payments)
New feature: Setup and manage instalment and subscription payments (Payment Plans)*
View successful, upcoming and failed scheduled payments in a visual dashboard (Payment Schedules Reporting)
Direct Debit payments on invoices and sales orders (Collect Now)
Schedule payments collection
Collect direct debit payments in bulk
Accept credit card payments (Visa, Mastercard, AMEX)
Accept Bank transfer payments
‘Add Pay Now’ buttons on Email and SMS payment reminders
Accept payments via the online customer portal
Surcharge or absorb payment (credit card/ bank transfer) fees
Auto-reconciliation of settled invoices to your ERP (Payment Write-back)
E-commerce store payment gateway (integration with WooCommerce)
Provide a customer payment portal (Simplypaid)
Pay single or multiple invoices via credit card, direct debit or bank transfer
View all open invoices
View payment transaction history
View and download statements
Send messages and enquiries to your accounts team
Securely save credit card details for easier transactions
Access debt collection services**
Send a demand letter
Option to escalate to a partner debt collection agency*
Get help and support
** Incurs additional fees from a third-party provider
Read more on our FAQ page
Can I try ezyCollect for free?
Is my data safe?
Are there any setup costs involved?
Do you have any contracts or cancellation fees?
Do you offer training?
How do I know what plan is right for our business?
Can I change my plan at any time?
Still have more questions? Contact us
See how much you could save with accounts receivable automation
We understand that investing in a new platform is a big decision. Try the ROI calculator to see the potential savings and value ezyCollect can bring to your business.
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