Kolleno

Control which statement formats your customers can download from the Customer Portal.

Managing Customer Portal Statement Download Options

Learn how to include unapplied credit notes on your Open Items statement so customers always see their true outstanding balance.

Show Unapplied Credit Notes on the Open Items Statement

Manage customer statement download options and statement formats available in the portal

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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