Onboarding & Account Setup
Step by step guides to set up your account, connect systems, and start collecting.
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
Create your Kolleno accountCreate your account with an email and password
Creating a Kolleno shortcutHow to add a direct link to Kolleno on your Desktop
Company information setupHow to setup your company information and customer portal
Invite your team
Send an email invitation or login through your connected ERP
Invite your team to the platformYou can invite as many team members as needed and provide them the appropriate permissions
Connect your Kolleno specific email
Must be a single inbox email. Not a multiple inbox email
Connect your emailThis must be a single sign on email dedicated to Kolleno only
Connect your Microsoft 365 inboxFollow this step by step to connect your Microsoft 365 email account to send and receive emails from Kolleno.
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.
Import your data
Connect your accounting software or import a CSV
Connect your ERP to KollenoConnect Microsoft Dynamics 365 Business Central, Clio, NetSuite, Quickbooks, Xero, Sage, Salesforce or upload via CSV
Allow your customers to pay
Set how you would like your customers to pay
Collecting paymentsAllow customers to make payments via bank transfer, Blink, GoCardless, Stripe, Adyen or Fortis Pay
Connect a phone number
Allowing you to make calls from Kolleno
Make calls from within KollenoYou can redirect this number to your number if you would like
Create a portfolio
Portfolios segment your customer base
Divide your customer base by creating PortfoliosThis can be used to allocate certain customers to team members
Create templates
Personalise your email and SMS templates
Create email or SMS templates for speedEdit Kolleno's pre-made templates quickly and reduce mistakes
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