Revyo Collect support
A little guidance.
A clear next step.
Practical guides to help you set up, work receivables, and get help when you need it.
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10 articles
- Accounting connections
Connect QuickBooks Online to a Business Unit
Connect a QuickBooks Online company to Revyo Collect and check the connection status for the Business Unit that owns its receivables.
- Customers and receivables
Create a Customer without an accounting connection
Add a Manual Customer in Revyo Collect so you can record Invoices and manage receivables without a connected Ledger.
- Customers and receivables
Add an Invoice to a Customer created in Revyo
Record a Manual Invoice with its number, amount, currency, Invoice date, and due date so it appears in the Customer's receivables.
- Reports
Create a Report and download it as Excel or PDF
Select a reporting scope, start an Aging or other Report, review the preview and data notes, and download the result in Excel or PDF format.
- Team and access
Invite a team member and choose their access
Invite a User to your Organization, select their role and access scope, and check acceptance or resend the invitation.
- Collection work
Record a Customer's Promise to pay
Save the amount and expected payment date a Customer committed to, link the Promise to Invoices when needed, and update its status.
- Collection work
Record a Dispute and place a collection hold
Record why a Customer disputes an Invoice or Receivable Account, choose the affected scope, and review the saved Dispute and hold.
- Customer communications
Send or schedule a Message to a Customer
Choose saved Customer Contacts, compose a Message, send it now or schedule it, and check the delivery result on the Receivable Account.
- Customer communications
Set up a sending email address for a Business Unit
Create the sending Email Identity used by a Business Unit's Customer Messages, with an app-provided domain or an optional verified sending subdomain.
- Getting help
Submit a support ticket and follow replies
Ask for help in Revyo Collect, choose an issue priority, and keep the conversation with the support team in one place.