Kolleno Product Feature Library
Detailed guides for advanced configuration and platform wide features.
204 articles
Payment Plans
Your go-to resource for using payment plans in Kolleno.
- How to Set Up a Payment PlanCreate and manage flexible payment plans with single or multiple invoices in just a few steps.
- How to Build Automations for Payment Plan Creation, Reminders, and CompletionAutomate workflows for payment plan creation, reminders, and overdue follow-ups.
- How to View, Edit, or Cancel a Payment PlanManage, update, or cancel active payment plans anytime from the customer's hub in just a few clicks.
- How Automatic Charging Works for Payment PlansKolleno automatically charges due installments on payment plans using saved card or direct debit methods.
- Send Manual Emails with Payment Plan DetailsAttach specific payment plans to manual emails and use smart fields to share installment details with your customers.
Tag Manager
Tags
- Managing Tag CategoriesCreate, edit, and remove tag categories.
- Creating a New TagCreate a new custom tag from the Tag Manager.
- Managing Customer TagsHow to view, edit, delete, and manage customer tags from the Tag Manager.
- Display Tags by Category as Separate ColumnAdd custom columns to show customer tags by category directly in the Customers table.
- Requesting Tag Categories as Custom ColumnsRequesting Tag Categories as Custom Columns
Filters
All you need to know about filters in Kolleno
- BasicsUnderstand how filters work across Kolleno and learn fundamental filtering concepts.2 articles
- Date & Time FiltersUse dynamic date filters, days due/overdue calculations, and time-based filtering for invoices and customer activities.3 articles
- Customer FiltersFilter customers by contact details, communication history, activity dates, and workflow status.5 articles
- Contact & User FiltersFilter by contact creation/modification dates and find deactivated users in the system.2 articles
- Invoice FiltersFind unsent invoices, filter by days overdue, and calculate customer balances using invoice filters.2 articles
- Payment Plan FiltersFilter payment plans by installment due dates and track upcoming or overdue installments.2 articles
- Workflow Filters Advanced filters for workflows including customer groups, invoices, payments, payment plans, payouts, emails, and contacts.6 articles
- Advanced/SpecializedDynamic filters for customer portals and statements, plus ERP-specific filtering like NetSuite boolean filters.2 articles
Organization
Aggregate your various instances into one dashboard and reporting screen
- Access Organization DashboardA consolidated view of financial performance across multiple companies, offering aggregated reports and cross-entity visibility.
- General Statistics - Organization DashboardUnderstand how to read the General Statistics section of the Organization Dashboard.
- Performance Breakdown - Organization DashboardSee all the key figures on the performances of all your entities.
- Reports - Organization DashboardDownload aggregated reports across your multiple companies/entities.
- Companies Selector - Organization DashboardSelect the companies that you want to view on your Organization Dashboard.
- Currency Selector - Organization DashboardView the figures in a specific currency on your Organization Dashboard.
Communication
Instructions on how to initiate communication and the different communication types available on the platform
- General Overview and general concepts for using Kolleno's communication features across all channels.1 article
- OverviewIntroduction to Kolleno's communication system and how to send messages across different channels.1 article
- Unassigned communicationsManage, assign, download, and delete communications that haven't been automatically linked to a customer.5 articles
- EmailSet up email accounts, manage email profiles, and troubleshoot email connection issues in Kolleno.5 articles
- PhoneConnect phone numbers, make calls, use automated attendants, and troubleshoot phone call issues.3 articles
- SMSSet up SMS communications and troubleshoot failed message deliveries.1 article
- Templates & Smart FieldsUse smart fields to personalize communications, display tags, and customize message templates.2 articles
- Rich Text EditorUnlock the power of the Kolleno Rich Text Editor for richer content.14 articles
Emails
Anything related to receiving/sending emails
- Email setup and connectionHow to connect your email accounts to Kolleno and configure multiple profiles5 articles
- Email profile managementControl which users and portfolios can use specific email profiles2 articles
- Reconnecting email accountsFix disconnected email integrations and re-establish connections6 articles
- Sending manual emailsHow to manually send emails from Kolleno with various attachments8 articles
- Receiving and processing emailsHow Kolleno handles incoming emails and assigns them to customers6 articles
- Email features and trackingEmail tracking, drafting assistance, and template customization4 articles
- Email deliverability and spamConfigure settings to ensure emails reach customer inboxes3 articles
- Email errors and troubleshootingSolutions for bounced emails, blocked sending, and attachment errors6 articles
Payments
Manage payment methods, automatic charging, refunds, and payment provider integrations.
- Payment method management Add, manage, and prioritize payment methods on file4 articles
- Payment setup and connectionConnect payment providers and set up payment methods for your customers4 articles
- Automatic chargingConfigure and control automatic payment collection from saved methods7 articles
- Manual chargingProcess individual payments and understand surcharges1 article
- Viewing payments and payoutsonitor PSP payments, ERP synchronization, and payout status7 articles
- Payment rules and settingsControl payment limits, balance restrictions, and currency handling6 articles
- RefundsIssue and manage refunds through Kolleno and connected systems2 articles
- TroubleshootingResolve common payment problems and pending statuses2 articles
- GoCardless18 articles
- Stripe5 articles
- Adyen6 articles
- InterpaymentsSetup and understand how it works2 articles
- FortisFortis Payments integration1 article
- FastpayExport payment files and process bounce notifications2 articles
- Customer bulk actionsAssign users, change chasing status, modify credit settings, and manage strike levels5 articles
- Invoice bulk actionsChange chasing status and charge multiple invoices at once4 articles
- Task bulk actionsSnooze, dismiss, assign, and reschedule multiple tasks simultaneously5 articles
- Tag bulk actionsAdd or remove tags across multiple records at once2 articles
Table Views
The ability to reorder and hide columns, plus save and share filters
- Table Views - OverviewThe ability to reorder and hide columns, plus save and share filters
- Table Views - Quick FiltersHow to save quick filters
- Table View - Creating a table viewHow to save filters and mark views as favorites
- Table View - Share table viewsHow to share table views with your team
- Table Views - Customize columnsMoving and hiding columns in your table view
- Understanding the "Days Late" and "Days Due" Columns in Invoice Table Views"Days late" shows overdue days; "Days due" also shows negatives for upcoming due dates.
- Table Views: Reset Required After Column ChangesIf table columns change, reset the view to refresh columns. A page reload is not enough.