All Customers Tab
11 articles
- 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.
- Viewing Credit Intelligence in Customer InsightsTrack credit scores, limits, and utilization to make informed credit decisions.