Set up company settings, users, permissions, portfolios, and integrations.
Step by step guides to set up your account, connect systems, and start collecting.
How to contact support, grant access, and raise cases correctly.
Kolleno Product Feature Library
Understand the charts, KPIs, and insights available in the Overview page.
Manage actions, reminders, and collector workloads across the platform.
View and manage customer profiles, balances, contacts, timelines, and collection activity.
View, export, and manage invoices with status, ageing, and chasing metrics.
What you need to know about managing credit notes
Manage payment methods, automatic charging, refunds, and payment provider integrations.
Generate, schedule, and analyse reports on collections, payments, productivity, and cash flow.
Match bank payments to invoices, credit notes, and fees across currencies and accounts.
All the features available in the Automation dashboard
Instructions on how to initiate communication and the different communication types available on the platform
Connecting the Kolleno platform to your accounting software
Looking for help and advice on the customer portal?
The ability to reorder and hide columns, plus save and share filters
Anything related to receiving/sending emails
Understand what Kolleno is doing to improve your experience, finding solutions around your ERP's limitations
Information about Customer Contacts
Information about using the Open API
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