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Allow Customers to Request to Apply Prepayments and Overpayments
Allow Customers to Request to Apply Prepayments and Overpayments

Let your customers request what they want to do with unapplied payments.

Kolleno Support avatar
Written by Kolleno Support
Updated over a year ago

  1. Ask an admin of your company to go to: Settings > Customer Portal

  2. Activate the feature "Show the list of Payments"

  3. Activate the feature "Allow Customer to request Invoices to apply to Pre and Overpayments"

  4. Click on "Save"

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