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.

This article will be looking into the customer portal feature

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

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

Hide paused invoices from the customer portal.

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

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

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

Looking for help and advice on the customer portal?

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

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

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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