Kolleno

Learn how to interpret key metrics and columns in your Customers Dashboard.

Understanding the Customer Dashboard

Learn how to export and download your customers list from Kolleno.

How to Create an Export of Your Customers Page

Learn how to filter, customise, and export customer data from the dashboard.

Data Filters in Customer Dashboard

In this article, we will be sharing with you some of the functions available in the customer dashboard.

Customer Dashboard

With one click, you can download or send the statement of account

Where to find your customer's statement of account

Draft emails

Weighted average of days late, giving more impact to larger invoices.

How is "Average Days Late (Weighted)" Calculated in Kolleno?

You can pause a Customer Group without affecting the Customers. Useful for Customer Group Workflows.

How to Pause Chasing for a Customer Group

Pause chasing or manage credit limits for customer groups directly from the Customers list.

Customer Group Credit Limit and View Credit Utilization

Kolleno Support

All Customers Tab

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

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