Set up company settings, users, permissions, portfolios, and integrations.
Step by step guides to set up your account, connect systems, and start collecting.
How to contact support, grant access, and raise cases correctly.
Detailed guides for advanced configuration and platform wide features.
Understand the charts, KPIs, and insights available in the Overview page.
Learn how to create, assign, manage, and complete tasks in Kolleno, including Promise to Pay workflows, reminders, and action list items.
View and manage customer profiles, balances, contacts, timelines, and collection activity.
View, export, and manage invoices with status, ageing, and chasing metrics.
What you need to know about managing credit notes
Generate, schedule, and analyse reports on collections, payments, productivity, and cash flow.
Match bank payments to invoices, credit notes, and fees across currencies and accounts.
All the features available in the Automation dashboard
Connecting the Kolleno platform to your accounting software
Understand what Kolleno is doing to improve your experience, finding solutions around your ERP's limitations
Information about Customer Contacts
AI
A query-driven workspace that groups customer communications, AI-linked invoices, and collaborative actions into a single resolution thread.