All Customers Tab
Understanding the Customer DashboardLearn how to interpret key metrics and columns in your Customers Dashboard.
How to Create an Export of Your Customers PageLearn how to export and download your customers list from Kolleno.
Data Filters in Customer DashboardLearn how to filter, customise, and export customer data from the dashboard.
Customer DashboardIn this article, we will be sharing with you some of the functions available in the customer dashboard.
Where to find your customer's statement of accountWith one click, you can download or send the statement of account
Draft emailsYou can now save draft emails in Kolleno
How is "Average Days Late (Weighted)" Calculated in Kolleno?Weighted average of days late, giving more impact to larger invoices.
How to Pause Chasing for a Customer GroupYou can pause a Customer Group without affecting the Customers. Useful for Customer Group Workflows.
Customer Group Credit Limit and View Credit UtilizationPause chasing or manage credit limits for customer groups directly from the Customers list.
Pause Chasing for a Customer until a Specific DateTemporarily stop automated chasing for a customer, either indefinitely or until a specific date.