Invoices Dashboard
View, export, and manage invoices with status, ageing, and chasing metrics.
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