Kolleno

Learn what invoices, credit notes, payments, and attachments mean in your customer timeline.

Understanding Timeline References (Invoices, Credit Notes, Payments & Attachments)

Learn how to track all customer interactions, invoices, payments, and communications in one place.

Customer Timeline

Learn how to export a customer’s timeline to PDF for reporting or sharing.

How to Export a Customer Timeline

Learn how to reassign inbound timeline events such as emails or SMS messages to another customer.

Reassign Timeline Events

Decide who is the ultimate parent of a Customer Group, useful for your workflows.

Set the Parent of a Customer Group

This article explains how to manually attach an invoice (or any relevant file) to an email and send it to your customer.

How to Manually Send an Invoice as an Email Attachment

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