Kolleno lets your customers pay through a unique link to their own customer portal. The link can be included in your email and SMS templates, so customers can pay as soon as they receive a reminder.
Connect a payment provider
Go to Settings → Payments.
Choose how your customers should be able to pay, for example by bank account, Stripe, GoCardless, Adyen, Blink or Fortis.
Click Connect (or Configure if it's already connected) and follow the provider's steps.
Review the provider's options. For example, with Stripe you can activate ACH payments (US only) or pass card processing fees on to customers.
Use the settings cog in the top-right corner to choose which payment methods are available, for example whether to allow automatic payments. Only Admins can connect payment providers, and your Kolleno contact will go through the setup with you.
If you take payments outside Kolleno and only use it to communicate with customers, that's fine too.
Payment provider guides
Adyen: Connect your Adyen account
Open Banking: How to Connect Open Banking
What your customers see
Add your business details and logo to the customer portal so it looks like it comes from you. In the portal, your customer can:
See a summary of their account and download their statement.
See and download their unpaid and paid invoices.
Pay the full balance, choose specific invoices, or pay part of an amount.
Add, use and remove their saved payment methods, such as cards or bank accounts.
If you want customers to only pay the full amount, or only pay by bank transfer (for example to avoid card fees), contact your Kolleno contact and we can set this up for you.