Customer Management

Customer & Debtor Management

Control, visibility and consistency across customer accounts

Sympac connects customer data, debtor processes, communication and payments — giving your team a complete, structured view of every account.

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Customer Dashboards

Clear visibility and control across every account

Customer Dashboards bring everything together in one place, giving your team a complete view of each customer account without jumping between screens. From balances and invoices through to statements, activity and payments, the information you need is immediately accessible and easy to work with.

This allows your team to move quickly from reviewing an account to taking action — whether that’s sending a statement, following up with a debtor letter, or processing a payment — all within a single, connected workflow.

Key features & benefits

Complete account visibility → balances, invoices, statements and transaction history in one place
Powerful filtering and search → quickly identify accounts requiring attention (e.g. overdue balances, no recent contact)
Integrated statements and communication → generate, review and send directly from the dashboard
Debtor management tools → manage letters, follow‑ups and escalation from within the same view
Payment visibility and control → track outstanding amounts and process payments in context
Drill‑down capability → access detailed transactions without leaving the dashboard
Flexible layout and controls → customise views and workflows to suit your team

The AutoEmail solution that Sympac provides makes trading simple. The invoice is in the customers’ inbox before they even leave the store! This allows our customers to bill their customers promptly, and this makes everyone happy!

Norm Hastings

Diamond Valley Mitre 10

Implementation of Sympac’s AutoEmail function, together with Sympac’s SignaturePad solution, has made a big difference with easy proof of purchase available for customers instantly.

Brennan Carolan

Coolum Beach Mitre 10

Customer visibility and control

Centralised customer dashboards → balances, invoices, statements and history
Drill‑down into account activity → full transaction visibility
Group and account‑level pricing and structures → flexibility for trade customers

Statements made simple

Bulk generation of debtor statements → fast month‑end processing
Flexible filters → target specific customer groups
Email or print delivery options → support all customers
Built‑in messaging and attachments → consistent communication

Debtor collection letters

Target customers by aged balances, overdue days and activity
Send via email or SMS → faster communication
Custom templates for different scenarios → consistent messaging
Scheduled or ad‑hoc sending → full control
Automated escalation → stop credit or update credit ratings

Fast Invoicing

Create and manage quotes, orders and invoices seamlessly
Email invoices instantly — no manual handling
Print Pay By Links and QR Codes on invoices for faster payments
Apply customer pricing and terms automatically
Support both account and over‑the‑counter sales
Keep sales, debtors and financials fully aligned

Integrated payments

Through our partnership with Till Payments, Sympac provides smarter, more secure ways for customers to pay — built directly into everyday workflows.

Together, Sympac and Till enable:

Pay by Link included in statements and debtor letters
Registered card payments for account customers
Automatic payment allocation to invoices
Fully integrated with financials and reporting

This integration makes it easier for customers to pay, improves cash flow, reduces risk, and cuts down the time spent chasing and reconciling payments.

Smarter payments — built into the way your business already works.

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