Kolleno support can set up filters on the invoices used to calculate a customer’s due, overdue, and outstanding balance. These totals are shown in both the Customer Hub (internal) and the Customer Portal (customer-facing).
How to Request Setup
Create and save a Table View with the exact filters you want applied.
Send to Kolleno Support this saved Table View as well as the setting code
customer_balance_dynamic_filtersSupport will copy these filters as a setting for the calculations.
This ensures only the invoices you select are included in balance calculations. This is a global setting for all your customers.