Kolleno

Kolleno Support

Kolleno Product Feature Library

Support can apply your saved Table View filters to balances shown in the Customer Hub and Portal.

Invoice Filters for Customer Balances Calculations

Analytics

Create and manage flexible payment plans with single or multiple invoices in just a few steps.

How to Set Up a Payment Plan

Automate workflows for payment plan creation, reminders, and overdue follow-ups.

How to Build Automations for Payment Plan Creation, Reminders, and Completion

Manage, update, or cancel active payment plans anytime from the customer's hub in just a few clicks.

How to View, Edit, or Cancel a Payment Plan

Your go-to resource for using payment plans in Kolleno.

Payment Plans

How to view, edit, delete, and manage customer tags from the Tag Manager.

Managing Customer Tags

Create a new custom tag from the Tag Manager.

Creating a New Tag

Requesting Tag Categories as Custom Columns

Add custom columns to show customer tags by category directly in the Customers table.

Display Tags by Category as Separate Column

Managing Tag Categories

Tag Manager

Why is the filters’ setting different even though you did not change it?

How do filters work across the Kolleno platform?

Identify invoices send or not to your customers.

How to Find Invoices Not Yet Sent Out in Communication

Filter your users by looking at records linked to deactivates team members.

How to Filter by Deactivated Users

Use "is not T" for checkbox fields to match both F and empty — they behave differently in NetSuite.

Understanding "Empty" vs "F" in NetSuite Boolean Filters

Use this filter to find customers with no email or phone number saved in their profile.

How to Find Customers Missing Contact Details

Search Customer emails by subject or body using “Email Sent/Received Content” with the Contains operator.

Filter Customers by Email Sent and Email Received

Find customers with no emails or calls from your team within a specific date range.

Filter Customers by Last Company Communication Date Sent to Them

Track invoice due dates and overdue status.

How to Use “Days Due” and “Invoice Days Overdue” Filters in the Invoice Table

Guide to setting up and saving dynamic filters to control which invoices, credit notes, and payments customers see in the Customer Portal and Statements

Dynamic Filters for Customer Portal and Statements

Target workflows at customer or group level to manage balances, escalate chasing, and personalise communication.

Workflow Filters - Customer & Group

Automate reconciliation of outgoing payouts to review provider settlements and fees.

Workflow Filters – Payouts

React to incoming emails and route communication to the right contacts automatically.

Workflow Filters – Emails, Person

Automate workflows for instalments and payment commitments to reduce defaults and improve collection outcomes.

Workflow Filters – Payment Plans & Promise to Pay

Use Payment filters to track PSP transactions and ERP-recorded payments for retries, allocations, and reconciliation.

Workflow Filters – Payments (PSP) & Payments (ERP)

Manage invoices and credits in workflows to keep balances accurate and escalate reminders effectively.

Workflow Filters – Invoice & Credit Note

Dynamic date filters in Kolleno to view time-based data that automatically updates with each day.

Dynamic Date Filters

Inv. days latest note modified filter to identify invoices based on the most recent note modified.

Inv. Days Latest Note Modified Filter

Filter customers based on whether their customer group is part of an active workflow.

Filter Customers by Customer Group Workflow Status

Learn how to use the “Days before / after next installment is due” filter to view customers based on the due date of their next unpaid installment.

Days Before / After Next Installment is Due

Learn how to use the “Days before / after any unpaid installment is due” filter to identify overdue or upcoming payment plan installments.

Days Before / After Any Unpaid Installment is Due

All you need to know about filters in Kolleno 

Filters

A consolidated view of financial performance across multiple companies, offering aggregated reports and cross-entity visibility.

Access Organization Dashboard

Understand how to read the General Statistics section of the Organization Dashboard.

General Statistics - Organization Dashboard

See all the key figures on the performances of all your entities.

Performance Breakdown - Organization Dashboard

Download aggregated reports across your multiple companies/entities.

Reports - Organization Dashboard

Select the companies that you want to view on your Organization Dashboard.

Companies Selector - Organization Dashboard

View the figures in a specific currency on your Organization Dashboard.

Currency Selector - Organization Dashboard

Aggregate your various instances into one dashboard and reporting screen

Organization

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

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