Kolleno

This article will look at what the customer profile depicts and how to access it.

Customer profile

Learn how to manage customer chasing settings to control automated reminders and communications.

Switching Customers for Chasing

How to Set Custom Reminders on Customer Accounts

Custom Note Reminders

Define credit limits for your customers so you know what is the maximum open balance they can have.

Set a Credit Limit for a Customer

Import the titles of your contacts from Business Central to Kolleno.

Title as Contact Position in Business Central

Directly access the customer record in NetSuite from Kolleno without the need for a search.

NetSuite Deep Link to the Customer record

Receiving a red error at the bottom of the screen requesting you contact support

Promise to Pay error message

Easily track changes to key customer fields made by users, systems, ERP, or workflows.

Viewing Customer Audit Logs

Easily record a Promise to Pay on invoices to stay on top of overdue payments and improve cash flow.

Create a Promise to Pay

Kolleno can assist with a one-time assignment of customers to account owners (users) via CSV on request.

One-Time Bulk Assignment of Customers to Account Owners

Easily tag emails to organise communication by topic, customer type, or priority.

How to Assign Tags to Emails

Hover over the “Bounced” label to see which email address failed to deliver.

How to Identify Which Email Addresses Bounced

Log phone calls made outside Kolleno and keep your timeline complete.

How to Manually Log a Phone Call

Average Days Overdue in Kolleno shows how long, on average, your customer’s open invoices are past their due date.

How is "Average Days Overdue" Calculated in Customer insights Kolleno

Average Days to Pay in Kolleno shows how long, on average, it takes a customer to pay their invoices after the due date

How is "Average Days to Pay" Calculated  in Kolleno

Rank customers by payment performance to improve prioritization and collections.

Customer Strike Levels

Learn what each filter option means on the Customer Dashboard in Kolleno.

Customer Filters

This article will describe the use cases for the linked customers feature in Kolleno.

Linked Customers Use Cases

How to Log and Track Promise to Pay (P2P) Commitments

Promise to Pay (P2P) Tracking

Learn how to create and manage customer tasks directly from the profile timeline.

Creating a Task from a Customer Profile

Kolleno Support

Looking into the Customer Dashboard, Customer profile and the features available

Customer Hub

Learn how to add, edit, and manage customer contacts in Kolleno.

Customer contacts

This article will explain what it means to have a customer marked as the primary contact and how to change this setting.

Contact positions & Contact primary

This article will explain the difference in customer engagement ratings shown on the system.

Customer Engagement Rating

Learn how to link customer accounts to manage shared invoices and communication.

Linked Customer

Assign contacts to an an invoice

You can find any inactive contacts in the Incorrect Contacts Report

How to mark a contact as inactive

Always click "Refresh now" when available

New version of the platform

Capture extra customer data using custom fields in multiple formats.

Add Custom fields to your Kolleno Customers

Organise contacts by email and position for a more efficient and readable layout.

Group Similar Contacts for a Simplified View

Configuration

Learn what invoices, credit notes, payments, and attachments mean in your customer timeline.

Understanding Timeline References (Invoices, Credit Notes, Payments & Attachments)

Learn how to track all customer interactions, invoices, payments, and communications in one place.

Customer Timeline

Learn how to export a customer’s timeline to PDF for reporting or sharing.

How to Export a Customer Timeline

Learn how to reassign inbound timeline events such as emails or SMS messages to another customer.

Reassign Timeline Events

Decide who is the ultimate parent of a Customer Group, useful for your workflows.

Set the Parent of a Customer Group

This article explains how to manually attach an invoice (or any relevant file) to an email and send it to your customer.

How to Manually Send an Invoice as an Email Attachment

Timeline

Learn how to interpret key metrics and columns in your Customers Dashboard.

Understanding the Customer Dashboard

Learn how to export and download your customers list from Kolleno.

How to Create an Export of Your Customers Page

Learn how to filter, customise, and export customer data from the dashboard.

Data Filters in Customer Dashboard

In this article, we will be sharing with you some of the functions available in the customer dashboard.

Customer Dashboard

With one click, you can download or send the statement of account

Where to find your customer's statement of account

Draft emails

Weighted average of days late, giving more impact to larger invoices.

How is "Average Days Late (Weighted)" Calculated in Kolleno?

You can pause a Customer Group without affecting the Customers. Useful for Customer Group Workflows.

How to Pause Chasing for a Customer Group

Pause chasing or manage credit limits for customer groups directly from the Customers list.

Customer Group Credit Limit and View Credit Utilization

All Customers Tab

Easily upload and manage customer files in Kolleno, with tags, invoice links, and visibility control.

Files Storage Overview and Files Types

Clicking the invoice value opens the table to filter and link invoices directly to the file.

Linking an Invoice to a File

Sync file fields from NetSuite to Kolleno. Setup required—contact Support to enable.

Files from ERP (NetSuite)

Deleted files go to the Bin for 30 days. You can restore or permanently delete them during this time.

File Bin: Temporary File Storage

View and download additional files linked to an invoice directly from the download button dropdown.

Viewing Uploaded Files from the Invoice Table

Customers can view invoice files or open the Files tab for documents linked to their profile.

Viewing Files in the Customer Portal

Attach invoice or customer files (from storage) in workflows using tags and toggle options in the Automation template.

Automatically Attach Files in Workflow Communications

Attach stored files to emails via the paperclip icon. Only files marked visible to customer are sent.

Attaching Files from Storage in Emails

Upload and share files with your customers or internally

Files Storage

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

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