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  1. Know It
  2. How to?

How to?

  • How: the Collect-it process works?
  • How to: use the Outbox & spot issues
  • Getting started : How to import a CSV of your customers
  • Getting started : How to connect your ledger
  • Getting started: How to pull a credit report
  • Getting started: How to manage your Chase-it templates
  • Getting started: How to manage your Chase-it schedule
  • How to : manage a user role - user vs admin
  • Getting started: How to add a user
  • Getting started: How to manage your connection to your Microsoft 365 mailbox
  • How to : request a quote for debt recovery via Collect-it
Know It