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Using the Customer Net Balance Smart Field

Use the customer net balance smart field across Kolleno emails and templates to display customer net balance.

Updated over 3 months ago

Kolleno allows you to dynamically insert a customer’s net balance into emails and templates using smart fields.

This ensures accurate, up-to-date financial communication with your customers.



What is the Net Balance Smart Field?

The net balance smart field represents the current outstanding balance of a customer.

Smart Field Name:

Customer's balance

Smart field:
{{ customer.net_balance }}

For more information on how this amount is calculated, refer to the article below:
How is the net balance calculated?


Where You Can Use the Net Balance Smart Field

You can use the net balance smart field across the Kolleno platform, including:

  • Manual emails

  • Automated emails

  • Email templates

This ensures customers always see the correct balance without manual updates.

For more information on managing your smart fields, refer to the full collection here:
Using Custom Smart Fields

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