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

Kolleno Support

Timeline

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