Customer Filters

On the Customer Dashboard, you can apply filters so you only see customers meeting certain criteria. Below is a reference guide explaining what each filter option means. Note that filters may differ depending on context and which columns are enabled.

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Customer Filters
Invoice Filters
Credit Note Filters
Payment Filters
Promise to Pay Filters
Email Filters
Payment Plan Filters

These filters relate to customer account information and general profile details.

Filter	Explanation
Customer	Name of the customer account.
Account owner	The assigned account manager/collector.
Allow surcharges	Shows if surcharges are allowed for this customer.
Automatic payment method	Indicates if a saved automatic payment method is active.
Average days late	Average overdue days across all customer invoices.
Balance due	Current outstanding balance that is due but not yet overdue.
Balance overdue	Total overdue balance across all invoices.
Balance overdue 1–30, 31–45, 46–60, 61–90, 91+	Breaks down overdue balances into specific age buckets.
Balance total	Total balance (due + overdue).
Contact details available	Indicates if valid contact details exist (email/phone).
Country	Customer’s registered country.
Credit Limit	The maximum credit limit assigned to the customer.
Credit Limit Utilisation %	Percentage of the credit limit already used.
Customer chasing paused	Shows if automated chasing is paused for this customer.
Customer currency	Default transactional currency for the account.
Customer days created	Number of days since the customer account was created in Kolleno.
Customer days source created	Number of days since creation in the source system (ERP/CRM).
Customer group parent	Parent customer in a group hierarchy.
Customer invoices count	Total number of invoices issued to this customer.
Customer Overpayments Amount	Total value of overpayments received.
Customer portfolios	Portfolio(s) assigned for segmentation.
Customer Prepayments Amount	Total prepaid amount recorded.
Customer reference	Internal or ERP reference code.
Customer source	Origin of the record (ERP, import, or manual).
Customer source ID	Unique ID from the source system.
Customer tags	Tags used for classification and filtering.
Date of company last action	Last action taken by your company on this account.
Date of company last communication	Date of the last outbound communication.
Date of company last manual communication	Date of the last non-automated communication.
Date of customer last action	Last recorded customer action (e.g., payment, reply).
Date of customer last communication	Last inbound communication received from customer.
Date of last action (both)	Most recent action (by customer or company).
Date of last payment received	The date the last payment was received.
Days overdue most overdue invoice	Days overdue for the oldest outstanding invoice.
Email address available	Indicates if a valid email address exists.
Phone number available	Indicates if a valid phone number exists.
Rating	Customer rating (A, B, C) based on payment performance.
Strike	Number of strikes applied under collection rules.
Total amount unallocated	Total amount of payments received but not matched to invoices.

Invoice Filters

These filters relate to invoice-specific details.

Filter	Explanation
Open invoices	Total number of unpaid invoices.
Open invoices due	Invoices that are due but not overdue.
Open invoices overdue	Invoices that are overdue.
Inv. aging group	The aging category the invoice falls into (e.g., 30 days, 60 days).
Inv. amount	The original invoice amount.
Inv. balance	Remaining unpaid balance of the invoice.
Inv. bulk payment in progress	Indicates if the invoice is linked to a bulk payment run.
Inv. chasing paused	Shows if chasing is paused for this invoice.
Inv. currency	Invoice currency.
Inv. date	Issue date of the invoice.
Inv. date due	Due date of the invoice.
Inv. days created / issued / overdue	Number of days since the invoice was created, issued, or overdue.
Inv. source	Origin system of the invoice (ERP, manual).
Inv. reconciliation status	Status of reconciliation (matched, unmatched).
Inv. status	Invoice state (open, paid, cancelled, etc.).
Inv. tags	Tags applied to the invoice for tracking.

Credit Note Filters

These filters relate to credit notes (negative invoices).

Filter	Explanation
Credit Note	Identifier of the credit note.
Credit Note Amount	Original value of the credit note.
Credit Note Amount remaining	Remaining unapplied balance on the credit note.
Credit Note currency	Currency of the credit note.
Credit Note Date issued	Date the credit note was issued.
Credit Note days issued	Days since the credit note was issued.
Credit Note reference	ERP or internal reference.
Credit Note source	Source of creation (ERP/manual).
Credit Note source ID	Unique ID in the source system.
Credit Note Status	Status (open, applied, cancelled).
Credit Note Tags	Tags for classification/filtering.

Payment Filters

These filters relate to payment records.

Filter	Explanation
Payment (ERP) Amount	The payment amount recorded.
Amount remaining	Remaining balance on the payment not applied to invoices.
Date paid	Date of the payment.
Overpayment	Indicates if the payment created an overpayment balance.
Payment currency	Currency of the payment.
Payment source	Source of the payment (ERP, manual, import).
Payment source ID	Payment ID in the source system.
Prepayment	Marks the payment as a prepayment.
Status	Current status (applied, pending, etc.).

Promise to Pay Filters

Filter	Explanation
Promise to pay status	Indicates if a customer has promised to pay and its current status.

Email Filters

Filter	Explanation
Email Sent – Date sent	Date the email was sent.
Email address to	Recipient email address.
Email Sent content	Content of the outbound email.
Email Received – Date received	Date an email was received.
Email address from	Sender email address.
Email Received content	Body of the received email.
Name from	Name of the sender.

Payment Plan Filters

Filter	Explanation
Amount paid	Total amount already paid under the plan.
Amount remaining	Amount still outstanding in the plan.
Date created / modified	When the plan was created or last updated.
Days since next installment due	Days overdue for the next installment.
End date	End date of the plan.
Installments paid	Number of installments completed.
Number of installments	Total number of installments.
Payment plan currency	Currency of the plan.
Payment plan description	Description of the plan.
Payment plan name	Assigned name.
Payment plan status	Current status (active, completed, cancelled).
Start date	Date the plan began.
Total amount	Full value of the plan.