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Request to Apply a Payment to Invoices

This is how your Customers can request to apply Payments to specific invoices.

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

If the feature is activated (see how here), your customers can go on the Customer Portal.

  1. Select one or several invoices on the "Invoices" tab

  2. Click "Apply now" on the "Payments" tab

  3. Your customer can double-check their request and click on "Send request"

Once the request has gone through, you'll get a notification on the customer's timeline. You can either apply it in your ERP or reject it (see how here).

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