When reviewing the customer timeline in Kolleno, you’ll see communications such as emails. These records often include references to Invoices, Credit Notes, Payments, and Attachments.
Each type of reference has a different purpose, and understanding them ensures accurate tracking of your customer interactions.
Invoices
Invoices reference the invoices in regards to which communication (automated or manual) was sent.
Credit Notes
Credit notes act as negative invoices.
They reduce the amount owed by the customer.
Payments
Payments confirm and record settlement of outstanding balances.
Attachments
Attachments are actual files sent with the communication.
They provide additional context or supporting documents (e.g., reports, exported emails, or contracts).