Kolleno Product Feature Library

Detailed guides for advanced configuration and platform wide features.

How things get calculated at Kolleno

Invoice Filters for Customer Balances CalculationsSupport can apply your saved Table View filters to balances shown in the Customer Hub and Portal.

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.

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._{4 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 profiles_{5 articles}

Email profile managementControl which users and portfolios can use specific email profiles_{2 articles}

Reconnecting email accountsFix disconnected email integrations and re-establish connections_{6 articles}

Sending manual emailsHow to manually send emails from Kolleno with various attachments_{6 articles}

Receiving and processing emailsHow Kolleno handles incoming emails and assigns them to customers_{6 articles}

Email features and trackingEmail tracking, drafting assistance, and template customization_{4 articles}

Email deliverability and spamConfigure settings to ensure emails reach customer inboxes_{3 articles}

Email errors and troubleshootingSolutions for bounced emails, blocked sending, and attachment errors_{4 articles}

Payments

Manage payment methods, automatic charging, refunds, and payment provider integrations.

Payment method management Add, manage, and prioritize payment methods on file_{3 articles}

Payment setup and connectionConnect payment providers and set up payment methods for your customers_{4 articles}

Automatic chargingConfigure and control automatic payment collection from saved methods_{5 articles}

Manual chargingProcess individual payments and understand surcharges_{1 article}

Viewing payments and payoutsonitor PSP payments, ERP synchronization, and payout status_{7 articles}

Payment rules and settingsControl payment limits, balance restrictions, and currency handling_{5 articles}

RefundsIssue and manage refunds through Kolleno and connected systems_{2 articles}

TroubleshootingResolve common payment problems and pending statuses_{2 articles}

GoCardless_{18 articles}

Stripe_{5 articles}

Adyen_{4 articles}

InterpaymentsSetup and understand how it works_{2 articles}

FortisFortis Payments integration_{1 article}

FastpayExport payment files and process bounce notifications_{2 articles}

Bulk Actions

Customer bulk actionsAssign users, change chasing status, modify credit settings, and manage strike levels_{5 articles}

Invoice bulk actionsChange chasing status and charge multiple invoices at once_{2 articles}

Task bulk actionsSnooze, dismiss, assign, and reschedule multiple tasks simultaneously_{4 articles}

Tag bulk actionsAdd or remove tags across multiple records at once_{2 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.