Chasing, credit & Promise to Pay
Manage chasing rules, credit controls, customer performance/insights, and Promise to Pay workflows and issues.
11 articles
- 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.