Chasing, credit & Promise to Pay
Manage chasing rules, credit controls, customer performance/insights, and Promise to Pay workflows and issues.
Customer profileThis article will look at what the customer profile depicts and how to access it.
Switching Customers for ChasingLearn how to manage customer chasing settings to control automated reminders and communications.
Custom Note RemindersHow to Set Custom Reminders on Customer Accounts
Set a Credit Limit for a CustomerDefine credit limits for your customers so you know what is the maximum open balance they can have.
Promise to Pay error messageReceiving a red error at the bottom of the screen requesting you contact support
Create a Promise to PayEasily record a Promise to Pay on invoices to stay on top of overdue payments and improve cash flow.
How is "Average Days Overdue" Calculated in Customer insights KollenoAverage Days Overdue in Kolleno shows how long, on average, your customer’s open invoices are past their due date.
How is "Average Days to Pay" Calculated in KollenoAverage Days to Pay in Kolleno shows how long, on average, it takes a customer to pay their invoices after the due date
Customer Strike LevelsRank customers by payment performance to improve prioritization and collections.
Promise to Pay (P2P) TrackingHow to Log and Track Promise to Pay (P2P) Commitments
Creating a Task from a Customer ProfileLearn how to create and manage customer tasks directly from the profile timeline.