Invoices Dashboard
View, export, and manage invoices with status, ageing, and chasing metrics.
10 articles
- What is the invoices dashboard?This article will explain the features available in the invoices dashboard
- How to download invoices PDF?This article will look into how to pull copy invoices off the platform
- How to export invoice into excel?This article will go over how to export invoice details into excel
- Where are the days late?This article will look into where you can locate the days late for an invoice and how this is calculated.
- Invoice ChasingThis article will look at how to switch certain invoices off for chasing
- How to create an export of your invoices page?This article will go through the steps to create an export and download the invoice page in your Kolleno system.
- TagsUse 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 CSVGet the list of invoices for any customers in an Excel file.
- How to change the status of an invoiceLearn how to change invoice statuses in Kolleno and understand the rules that apply.
- How to view the latest note directly from the invoice table?See and create invoice notes straight from the table view — without going to customer timeline