To help you prioritize and take the right action, Kolleno highlights tasks linked to invoices that have an active Promise to Pay. This ensures you have full visibility before reaching out to a customer or taking further steps.
How it works:
When a task is created for an invoice with an active Promise to Pay, the system flags this within the task view.
This visual cue allows you to quickly see if the customer has already committed to pay, so you can adjust your communication accordingly.
