Kolleno

This article will advise on how to customize the customer portal to reflect your company standards and logo.

How do I customize the Customer Portal?

This article will explain how to include a link to the customer portal in communications.

How to send customers a link to the customer portal?

This article will be looking into the customer portal feature

Customer Portal

This article will look into the different invoice statuses' available in the platform

Invoice Status

This article describes the difference between the customer portal smart fields when adding them to your templates.

When to use customer portal hyperlink vs. customer portal URL smart field?

Hide paused invoices from the customer portal.

Exclude Paused Invoices from the Customer Portal

If you need to deactivate/invalidate a customer portal URL, follow these steps.

Invalidate Customer Portal links

Allow your customers to view the list of credit notes issued to them.

Show the Credit Notes List in the Customer Portal

Allow your customers to view the list of payments made by them.

Show the Payments List in the Customer Portal

Do not let your customers pay one-off payments via the Customer Portal.

Deactivate One-Time Payment

Your customers can now select all invoices when making a payment

How to select all invoices on the Customer Portal

Control what email addresses your customers can click to contact you on the customer portal.

Contact by Email on the Customer Portal

Activate sign-in for the Customer Portal and discover the customer journey.

Customer Portal Sign-in feature

Customize what information your customers see.

Modify Columns on the Customer Portal

Upload a 32x32px .ico or .png favicon to brand your Customer Portal browser tab.

How to Upload a Favicon for the Customer Portal

Enable invoice selection by activating one-time payments or charge-on-file in portal settings.

Allow Customers to Select Invoices to Pay in the Portal

Let customers easily download stored files from the customer portal

Allow Customers to View and Download Stored Files

Let customers see their full outstanding balance directly in the Customer Portal.

Allow Customers to View the Total Balance Due

Let customers see their full overdue balance directly in the Customer Portal.

Allow Customers to View the Total Balance Overdue

Kolleno Support

Support

Looking for help and advice on the customer portal?

Let your customers request what they want to do with unapplied credit notes.

Allow Customers to Request to Apply Credit Notes

Let your customers request what they want to do with unapplied payments.

Allow Customers to Request to Apply Prepayments and Overpayments

This is how your Customers can request to apply Credit Notes to specific invoices.

Request to Apply a Credit Note to Invoices

This is how your Customers can request to apply Payments to specific invoices.

Request to Apply a Payment to Invoices

This is how you can decide to change back the status of the credit note to how it was.

Reject Request to Apply Credit Note

This is how you can decide to change back the status of the payment to how it was.

Reject Request to Apply Payment

Allow your customers to request to apply Credit Notes and Payments to Invoices

Apply Credit Notes and Payments

Website

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Find answers and get help from Intercom Support and Community Experts

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