Customer Hub
View and manage customer profiles, balances, contacts, timelines, and collection activity.
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.
Title as Contact Position in Business CentralImport the titles of your contacts from Business Central to Kolleno.
NetSuite Deep Link to the Customer recordDirectly access the customer record in NetSuite from Kolleno without the need for a search.
Promise to Pay error messageReceiving a red error at the bottom of the screen requesting you contact support
Viewing Customer Audit LogsEasily track changes to key customer fields made by users, systems, ERP, or workflows.
Create a Promise to PayEasily record a Promise to Pay on invoices to stay on top of overdue payments and improve cash flow.
One-Time Bulk Assignment of Customers to Account OwnersKolleno can assist with a one-time assignment of customers to account owners (users) via CSV on request.
How to Assign Tags to EmailsEasily tag emails to organise communication by topic, customer type, or priority.
How to Identify Which Email Addresses BouncedHover over the “Bounced” label to see which email address failed to deliver.
How to Manually Log a Phone CallLog phone calls made outside Kolleno and keep your timeline complete.
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.
Customer FiltersLearn what each filter option means on the Customer Dashboard in Kolleno.
Linked Customers Use CasesThis article will describe the use cases for the linked customers feature in Kolleno.
How Kolleno Handles Customers with Multiple CurrenciesUnderstand how invoices in multiple currencies are displayed and consolidated in Kolleno.
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.
One-Time Bulk Update of Invoice Tags via CSVKolleno can assist with a one-time assignment of tags to invoices via CSV on request.
Customer Configuration in KollenoLearn how to customize and manage individual customer settings in Kolleno.
Understanding Timezones in KollenoKolleno handles different types of date and time fields and how timezone settings affect what you see.
One-Time Bulk Upload Customer Groups CSVLink customers into hierarchical customer groups quickly by uploading a simple CSV file.
Make Payments via the Kolleno Customer PortalHow to add a payment method and pay your invoices securely through the Kolleno customer portal.
Viewing and Exporting Audit LogsTrack and export a complete history of changes made to customer records.
Configuration
Configure & setup the customer
Customer contactsLearn how to add, edit, and manage customer contacts in Kolleno.
Contact positions & Contact primaryThis article will explain what it means to have a customer marked as the primary contact and how to change this setting.
Customer Engagement RatingThis article will explain the difference in customer engagement ratings shown on the system.
Linked CustomerLearn how to link customer accounts to manage shared invoices and communication.
Assign contacts to an an invoiceSend emails to separate invoice contacts
How to mark a contact as inactiveYou can find any inactive contacts in the Incorrect Contacts Report
New version of the platformAlways click "Refresh now" when available
Add Custom fields to your Kolleno CustomersCapture extra customer data using custom fields in multiple formats.
Group Similar Contacts for a Simplified ViewOrganise contacts by email and position for a more efficient and readable layout.
Understanding Timeline References (Invoices, Credit Notes, Payments & Attachments)Learn what invoices, credit notes, payments, and attachments mean in your customer timeline.
Customer TimelineLearn how to track all customer interactions, invoices, payments, and communications in one place.
How to Export a Customer TimelineLearn how to export a customer’s timeline to PDF for reporting or sharing.
Reassign Timeline EventsLearn how to reassign inbound timeline events such as emails or SMS messages to another customer.
Set the Parent of a Customer GroupDecide who is the ultimate parent of a Customer Group, useful for your workflows.
Understanding the Customer DashboardLearn how to interpret key metrics and columns in your Customers Dashboard.
How to Create an Export of Your Customers PageLearn how to export and download your customers list from Kolleno.
Data Filters in Customer DashboardLearn how to filter, customise, and export customer data from the dashboard.
Customer DashboardIn this article, we will be sharing with you some of the functions available in the customer dashboard.
Where to find your customer's statement of accountWith one click, you can download or send the statement of account
Draft emailsYou can now save draft emails in Kolleno
How is "Average Days Late (Weighted)" Calculated in Kolleno?Weighted average of days late, giving more impact to larger invoices.
How to Pause Chasing for a Customer GroupYou can pause a Customer Group without affecting the Customers. Useful for Customer Group Workflows.
Customer Group Credit Limit and View Credit UtilizationPause chasing or manage credit limits for customer groups directly from the Customers list.
Files Storage
Upload and share files with your customers or internally
Files Storage Overview and Files TypesEasily upload and manage customer files in Kolleno, with tags, invoice links, and visibility control.
Linking an Invoice to a FileClicking the invoice value opens the table to filter and link invoices directly to the file.
Files from ERP (NetSuite)Sync file fields from NetSuite to Kolleno. Setup required—contact Support to enable.
File Bin: Temporary File StorageDeleted files go to the Bin for 30 days. You can restore or permanently delete them during this time.
Viewing Uploaded Files from the Invoice TableView and download additional files linked to an invoice directly from the download button dropdown.
Viewing Files in the Customer PortalCustomers can view invoice files or open the Files tab for documents linked to their profile.
Automatically Attach Files in Workflow CommunicationsAttach invoice or customer files (from storage) in workflows using tags and toggle options in the Automation template.
Attaching Files from Storage in EmailsAttach stored files to emails via the paperclip icon. Only files marked visible to customer are sent.
Customer Portal
Looking for help and advice on the customer portal?
How do I customize the Customer Portal?This article will advise on how to customize the customer portal to reflect your company standards and logo.
How to send customers a link to the customer portal?This article will explain how to include a link to the customer portal in communications.
Customer PortalThis article will be looking into the customer portal feature
Invoice StatusThis article will look into the different invoice statuses' available in the platform
When to use customer portal hyperlink vs. customer portal URL smart field?This article describes the difference between the customer portal smart fields when adding them to your templates.
Exclude Paused Invoices from the Customer PortalHide paused invoices from the customer portal.
Invalidate Customer Portal linksIf you need to deactivate/invalidate a customer portal URL, follow these steps.
Show the Credit Notes List in the Customer PortalAllow your customers to view the list of credit notes issued to them.
Show the Payments List in the Customer PortalAllow your customers to view the list of payments made by them.
Deactivate One-Time PaymentDo not let your customers pay one-off payments via the Customer Portal.
How to select all invoices on the Customer PortalYour customers can now select all invoices when making a payment
Contact by Email on the Customer PortalControl what email addresses your customers can click to contact you on the customer portal.
Customer Portal Sign-in featureActivate sign-in for the Customer Portal and discover the customer journey.
Modify Columns on the Customer PortalCustomize what information your customers see.
How to Upload a Favicon for the Customer PortalUpload a 32x32px .ico or .png favicon to brand your Customer Portal browser tab.
Allow Customers to Select Invoices to Pay in the PortalEnable invoice selection by activating one-time payments or charge-on-file in portal settings.
Allow Customers to View and Download Stored FilesLet customers easily download stored files from the customer portal
Allow Customers to View the Total Balance DueLet customers see their full outstanding balance directly in the Customer Portal.
Allow Customers to View the Total Balance OverdueLet customers see their full overdue balance directly in the Customer Portal.
How to Restrict Card Payments Over a Certain AmountSet a maximum amount for card payments made through the portal.
How payment statuses are displayed in the Customer PortalLearn how Kolleno Payments statuses appear alongside your Payments (ERP).
Managing Customer Portal Statement Download OptionsControl which statement formats your customers can download from the Customer Portal.
Requesting a Payments Only Customer PortalHow to request a simplified customer portal layout that displays only payments.