Kolleno

This article will look into how to set up templates within the automation dashboard.

How to set up templates?

This article will look into the different template types and what they mean.

Template Type

This article will go through how to download a template that you have created in Kolleno for easy sharing.

How to download a template (SMS or Email)?

In templates you can now amend the date smart feld and add in any days to the day

How to add days or months to any date smart field in Kolleno templates?

Smart field to use in your template to show the total balance of a customer based on a customer number of days.

Template Smart Field: Balance overdue by a number of days

Use a smart field that can list the balances of a customer, grouped by currency.

Template Smart Field: Customer balances per currency

This article will take you through step by step how you can create a custom table that you an add into your templates.

How to create a custom table in Kolleno?

This article will go through how you can turn any word into a hyperlink in your templates and communications.

Create a dynamic hyperlink in your templates

Kolleno enables you to send your customer's account statement directly by email by providing a unique download URL.

Smart Field to download the customer's statement

Insert the current date and time, in any date format you want, in your templates.

Current Date and Time as Smart Field

You can change any date to the timezone of your choice.

How to Display Date and Time in a different Timezone in your Templates

Learn how to safely render HTML content in your templates using the |safe filter.

Render HTML from your custom Smart Fields

An important setting to enable, to ensure invoices always send.

How to ensure your emails always send invoices

This article will go through different smart fields that can perform mathematical operations in templates.

Math Operations in Template Smart Fields

Format your data in a human-friendly format.

Formatting Numbers and Dates in Templates

Create your smart field to insert a relative date in your communications.

Show email sending date plus a few days

Includes details about the statement directly in the content of your email.

Smart Field to include the customer's statement in the email

Kolleno Support

Support

Templates

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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