Kolleno Payments
This month, we are making it even easier to track payments, manage notes, and connect your systems. From AI-Detected Promises to Pay to faster table loading and smarter workflow controls — Kolleno is getting sharper, and more intuitive.
Let’s dive deeper into each update:
🤖 AI-Detected Promises to Pay
Kolleno’s AI now automatically identifies payment commitments in customer emails, so you never miss an upcoming payment.
- The AI scans inbound emails for phrases like “We’ll pay next week,” creates a draft Promise to Pay with an expected date, and links it to the right invoice, using a default 7-day estimate if no date is mentioned.
🏷️ Streamlined Tags Management
Managing invoice tags is now faster and more flexible.
- Search for tags instantly using the new search bar, making it faster to find exactly what you need.
- Add or remove tags in bulk across multiple invoices, helping you reorganize or clean up your data in seconds instead of updating each invoice manually.
🧾 Quick Notes from the Invoice Table
You can now view and create notes directly from your Invoice Table View, no need to open each invoice individually.
- See the latest note instantly by enabling the “Latest note” column under Filters & Columns to quickly view the most recent update for every invoice.
- Create a new note directly from the platform view without navigating from the table view.
⚙️ Workflows and Filters
Get more control over your automations with new workflow actions and smarter filtering options.
- Run or skip workflow steps instantly, allowing you to bypass delays or trigger actions manually when needed, perfect for handling exceptions or time-sensitive follow-ups.
- Filter customers by active group workflow status to prevent Customer-level workflows from sending messages to customers already covered by a Customer Group workflow.
- Filter by days since latest note modified to target invoices or customers that haven’t been updated recently, helping you prioritize accounts that may need a follow-up.
- Filter by days since any installment was due to easily identify customers or invoices with overdue payment plans and prioritize follow-ups based on how late the installment is.
🤑 Stripe with InterPayments on Kolleno
Kolleno now supports compliant surcharging through InterPayments, so you can pass processing fees to customers automatically.
- Automatically calculate and display surcharges on Stripe payment links by connecting InterPayments. Kolleno uses InterPayments to determine the correct fee based on card-network and state rules, then shows customers a full breakdown, original amount, surcharge, and total, before they pay.
🔌 Integrations
- Access Amazon Connect call controls within Kolleno, allowing your team to place and receive calls without switching platforms.
- Connect Workday to Kolleno to enable automated, secure data syncing. Once connected, Kolleno can read and update customer accounts, invoices, payments, and financial data directly from Workday, ensuring both systems stay aligned.
- Access CSV files uploaded in SFTP folder directly from Kolleno, allowing you to view file details, check import status, and download the original CSVs for quick troubleshooting.
📊 Cash Flow Forecasting Report
Get forward visibility with Kolleno’s new AI-powered cash flow forecast.
- Forecast expected cash inflows based on real customer behavior, including payment patterns, weighted average days-to-pay, and Promises-to-Pay, helping you to plan ahead.
💰 Reconciliation Updates
Stay in full control of your reconciliation process.
- Record overpayments when posting to NetSuite, ensuring accurate allocations even when customers pay more than expected.
- Upload ISO20022 bank feeds directly into Kolleno for smoother, standardised bank data imports.
- Hide non-matching transactions to focus only on items that require action and keep your reconciliation view clean.
- Review your full Reconciliation History for a complete audit trail of past actions, adjustments, and posted transactions.
Stay tuned for next month’s updates!
