Credit Note Filters: Focus on credit documents that offset invoices. They highlight unapplied or old credits for follow-up, ensure credits are reconciled, and handle statuses such as applied or refunded. Credit Note Filters avoid customer confusion by keeping balances accurate.
Invoice Filters: Operate at the individual invoice level. They determine chasing tone by overdue days, stop chasing reconciled invoices, and flag high-value invoices for manual review. Invoice Filters keep workflows precise, invoice by invoice.
Credit Note Filter List:
Filter name | What it detects | Example use case |
Credit Note Amount | Total credit value | Auto‑apply small credits |
Credit Note Amount remaining | Remaining (unapplied) amount | Nudge to apply old credits |
Credit Note assigned | Whether assigned/applied to invoices | Follow up on unassigned credits |
Credit note currency | Currency of the credit | Route for FX handling |
Credit Note days issued | Days since issue date | Chase credits >60 days old |
Credit note reference | Credit reference | Target a known batch |
Credit Note Source ID | ERP source ID | Reconcile with ERP jobs |
Date issued | Credit issue date | Include in monthly statements |
Status | Applied / Unapplied / Voided / Refunded | Branch automation by status |
Tags | Any credit‑note tags | Handle special programmes |
Invoice Filter List:
Filter name | What it detects | Example use case |
Inv. aging group | Aging bucket (1–30, 31–60, 61–90, 91+) | Tailor tone by bucket |
Inv. amount | Invoice total | Escalate if high value |
Inv. balance | Remaining balance | Stop at zero |
Inv. bulk payment in progress | Part of an in‑progress bulk payment | Suppress dunning while processing |
Inv. chasing paused | Invoice “pause chasing” | Exclude from emails |
Inv. currency | Currency | Route by region |
Inv. date | Invoice date | QC: flag back‑dated items |
Inv. date due | Due date | Pre‑dunning 7 days before |
Inv. date of company last communication | Last time this invoice was referenced in comms | Avoid over‑emailing |
Inv. days created | Days since created in Kolleno | SLA checks on new invoices |
Inv. days issued | Days since issue date | Wait X days before first reminder |
Inv. days overdue | Days past due | Trigger escalating cadence |
Inv. days source created | Days since created in ERP | Data sync QA |
Inv. has note | Whether invoice has notes | Route “dispute” notes to AM |
Inv. reconciliation status | Reconciled vs unreconciled | Suppress if reconciled |
Inv. reference | Invoice number (e.g., INV‑101) | Target specific invoices |
Inv. source date created | ERP creation date | Historic clean‑up |
Inv. source ID | ERP source ID | Link to ERP workflows |
Inv. status | Invoice status | Branch by Open/Paid/Void |
Inv. tags | Tags on invoice | Segment by programme |