Onboarding & Account Setup
Step by step guides to set up your account, connect systems, and start collecting.
26 articles
Account Creation
How to create your Kolleno account. Invite team members. Connect your email. Setup your email signature. Integrate your ERP & connect your payment provider
Invite your team
Send an email invitation or login through your connected ERP
Connect your Kolleno specific email
Must be a single inbox email. Not a multiple inbox email
Email signatures
Create a default signature, plus a signature for each team member
- Create email signaturesYou can create as many email signatures as you need. Ensure to create and set a default signature for your automated workflows.
- How to Add a Custom HTML Email SignatureLearn how to configure and apply a custom HTML email signature in your settings.
- How Email Signatures Work in Automated Workflow EmailsLearn how default email signatures are applied when sending automated emails through workflows.
- How to Edit an Existing Email SignatureLearn how to quickly edit, preview, and update your existing email signatures using smart fields.
Import your data
Connect your accounting software or import a CSV
Allow your customers to pay
Set how you would like your customers to pay
Connect a phone number
Allowing you to make calls from Kolleno
Create a portfolio
Portfolios segment your customer base
Create templates
Personalise your email and SMS templates
Workflows
Setup automations for your communication
- Create workflows for automationWatch the later training videos for more detail
- Using “Days Due” as a Filter in Invoice WorkflowsUse days before or after due date to trigger more targeted invoice workflows.
- How to Update Workflow Conditions and Types of Filter conditionsLearn to create, edit, and refine workflow conditions to automatically target the right customers, invoices, and payments.
- Retry Auto-Charge in Workflow AutomationsAutomatically retry failed auto-charge attempts using workflow automation.
Day-to-day training #1
Learning the essentials of the platform
- Understanding Your DashboardLearn how to use your dashboard to track bounced emails, chasing status, top debtors, and performance insights.
- TasksEnsure the team know how to use and complete tasks on a daily basis
- CustomersEnsure the team know how to find customer information quickly in Kolleno
- InvoicesEnsure the team know how to find, view and download customer invoices quickly
- ReportsKolleno has a wide range of reports which can help owners, managers and team monitor their work and achieve their results