By using the Promise to Pay feature in Kolleno, you stay on top of your accounts receivable and ensures that you get paid on time by giving you the ability to keep track of customers promises to pay while having notifications to follow up with your customers.
How to view your promise to pay amount in Kolleno?
You have two options.
1. Navigate to your dashboard and there will be a snapshot of your current promise to pay amount.
2. Navigate to Kolleno Reporting ➡️Collections ➡️ Download "Promises to Pay" report and see every Promise to Pay that is due and overdue
To set up a Promise to Pay feature in Kolleno, follow these simple steps:
There are are multiple ways to set-up a promise to pay in Kolleno
Navigate to the Customer profile
On the timeline of a communication (SMS/email),
Select the ellipsis and choose Promise to Pay. (Note that an unpaid invoice must be attached to the communication.)
Navigate to the Customer profile
Click on the invoice tab
Select the invoice(s) you would like to set up the promise to pay for
Click on the promise to pay button
Select the date for the Promise to Pay reminder and add a note providing more information on what message the customer has relayed.
