Kolleno

Kolleno support can help you modify the columns displayed for Invoices and Credit Notes on the Customer Portal.

It includes any fields from your ERP or Salesforce that can be displayed as a column.

Customize what information your customers see.

Modify Columns on the Customer Portal

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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