Kolleno

This article will explain the features available in the invoices dashboard

What is the invoices dashboard?

This article will look into how to pull copy invoices off the platform

How to download invoices PDF?

This article will go over how to export invoice details into excel

How to export invoice into excel?

This article will look into where you can locate the days late for an invoice and how this is calculated.

Where are the days late?

This article will look at how to switch certain invoices off for chasing

Invoice Chasing

This article will go through the steps to create an export and download the invoice page in your Kolleno system.

How to create an export of your invoices page?

Use tags for an extra level of invoice identification. Some good examples include; risk, location or customer type.

Download the list of invoices of a specific customer as a CSV

Learn how to change invoice statuses in Kolleno and understand the rules that apply.

How to change the status of an invoice

See and create invoice notes straight from the table view — without going to customer timeline

How to view the latest note directly from the invoice table?

Kolleno Support

Exporting, downloading invoices and what all the metrics in the invoice dashboard mean

Invoices Dashboard

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

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