Kolleno Payments
Happy New Year! We’re kicking off 2026 with a suite of features designed to give you more control over your cash flow and reduce manual administration. From granular payment limits to automated remittance processing, this month’s updates focus on streamlining your Collections and Accounts Receivable workflows.
Let’s dive into what’s new.
💰 Payments & Customer Experience
Customer Portfolio Payment Limits: You can now set maximum card payment amounts to manage risk. Limits can be set at the company level or specifically for different portfolios (e.g., lower limits for high-risk segments).
Global Document Repository: Upload and store “Global Documents” (like Terms & Conditions or standard contracts) and reuse them across various communications without re-uploading.
Customer Portal 2.0 Statement Options: You can now manage and customize how statements are downloaded directly within the Customer Portal.
⚡ Automation & Workflow Precision
Reactive Workflow Triggers (Bounced/Undelivered): Never miss a communication gap. You can now set workflow triggers based on bounced emails or undelivered SMS, allowing for immediate follow-up via an alternative channel.
Pause Chasing: Need to give a customer a break? You can now set a specific date to “Pause Chasing,” automatically resuming your dunning sequence once the date passes.
Parent-Child Timeline Sync: For complex account structures, enabling this setting ensures that emails sent to a parent account regarding child invoices are visible on the child’s timeline.
Bulk Promises to Pay (PTP): Save time on manual entry by bulk-creating “Promises to Pay” via a simple CSV upload.
🧩 Streamlined Reconciliation
Auto-Upload Remittances from Email: Kolleno now monitors incoming emails for remittance advices and automatically uploads them to your universal remittance list, ready for matching.
NACHA File Support: We’ve expanded our bank reconciliation capabilities to support NACHA file formats, making it easier for US-based teams to process bank transactions.
📊 Data Management & Reporting
Email Engagement Report: Gain deep insights into how your customers interact with your emails. Track open rates, clicks, and engagement to optimize your dunning templates.
Audit Log Exports: For better compliance and internal tracking, you can now export your full audit logs to keep a record of all platform activity.
Tag Categories & Custom Columns: Organize your data your way. You can now categorize tags and display them as separate, sortable columns in your main views.
NetSuite Invoice Contact Sync: We’ve optimized our NetSuite integration. The system now imports contacts from invoices more intelligently, eliminating duplicates and ensuring your emails reach the right person.
⏭️ What’s Next?
We’re already building E-Invoicing, a new Task Manager, and deeper NetSuite Reconciliation (including Deposit matching and memo visibility) to further automate your back office.
Ready to try these features? 👉 Log into Kolleno
