By default, the Customer Payment Portal displays your account's company name in the "Sent By" field. If your organization operates under a different legal name, or if you serve multiple brands and need the displayed name to vary per customer, you can now customize this field using smart fields — without any code changes.
This is useful if you want to display your legal entity name, a custom column value, or any other smart field that resolves dynamically per viewer.
Navigating to the Setting
In Kolleno, go to Settings.
Select Customer Portal from the left-hand menu.
Locate the "Sent By" name field — it contains a text input showing the current template (default:
Sent by {{company.name}}).
Editing the "Sent By" Text
Click into the text input to edit it.
Type your desired text. To insert a smart field, click the Insert Smart Field button within the input.
Choose from the following available smart fields:
Smart Field | What It Displays |
| Your company's default name (default) |
| Your company's legal entity name |
| The name of the customer viewing the portal |
| The reference of the customer viewing the portal |
Custom columns | Any custom column from your data — resolved per viewer |
Once you're happy with the template (e.g. Sent by {{company.legal_name}}), click Save.
Verifying the Result
Open or share a Customer Portal link with a customer to verify the "Sent By" field displays the correct value.
Tip: Smart fields are resolved dynamically — if you use {{customer.name}} or a custom column, each customer will see the value specific to their account when they open the portal.