To simplify the process of sending out written communication on the platform Kolleno has incorporated the use of tags to pull through information from the system automatically.

When typing up communications on the platform you can bring up a full list of tags available by typing in “{{“. To add the tag in the communication just select “+”

Please also see below a list of some of the tags and descriptions:

· {{ customer.currency.iso }} : The currency code i.e. GBP, USD,EUR

· {{ customer.currency.symbol }} : The currency symbol

· {{ customer.balance }} : Total customer balance outstanding

· {{ customer.balance_overdue }} : Total customer overdue balance

· {{ customer.balance_overdue_more_than_30_days }} : Customer overdue debt in the 30 aging bracket

· {{ customer.balance_overdue_more_than_60_days }} : Customer overdue debt in the 60 aging bracket

· {{ customer.balance_overdue_more_than_90_days }} : Customer overdue debt in the 90 aging bracket

· {{ customer_portal.url }} : Link to the customer portal

· {{ customer_portal.hyperlink }} : Hyperlink to customer portal appears as “here”

· {{ invoices_list }} : List of all invoices outstanding

· {{ invoices_table }} : Table of all invoice outstanding with detail

· {{ invoices.0.date_invoice }} : Invoice Date

· {{ invoices.0.date_due }} : Invoice Due date

· {{ invoices.0.days_overdue }} : Number of days invoice is overdue

Example: We currently have an overdue balance of {{ customer.currency.symbol }}{{ customer.balance_overdue }} please pay {{ customer_portal.hyperlink }}

Tag Example



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