What is it?
A limit on how much customers can pay via card payments through your customer portal. This only affects card payments made by customers through the portal.
How to set it up
Contact Kolleno support with:
Your company name
Desired maximum amount
(Optional) Reference customer_portal_card_payment_maximum_amount to speed up the setup
What happens
Once set up, the card payment option will be hidden when users select invoices with payments exceeding the maximum amount.
For example, if you set £10,000 as the maximum card payment amount, customers attempting to pay more than that will no longer see the card option:
Need to change it?
Contact support with your new desired limit and when it should take effect.
Frequently asked questions
Does the limit apply to every payment, whatever the source?
No. It applies specifically to card payments that your customer starts themselves in the customer portal. It does not apply to:
Automatic payments (auto-charge on a saved card)
Card payments taken by your own team from inside Kolleno
Payment links your team generates internally
Non-card portal payments such as direct debit, ACH or open banking
Within that scope it is a genuine hard stop. The card option is hidden in the portal, and the payment is also rejected on our side, so it cannot be worked around.
If an automatic payment is above the limit, does it fail?
No. Automatic payments are not checked against this limit, so they collect the full amount as normal. Nothing is blocked and no alert is raised, because from the system's point of view nothing unusual has happened.
If an automatic payment fails for an unrelated reason, such as a card decline, that is handled separately: a note is added to the invoice timeline, and the standard Payment Failed workflow emails your customer contact if you have it enabled.
Can I apply the limit to one-off payments only, leaving automatic payments unaffected?
Yes, and this is already how it behaves by default. No extra configuration is required. Setting a maximum affects one-off card payments in the portal and leaves automatic payments untouched.
Applying a limit to automatic payments as well is not currently supported. Let your Customer Success contact know if that is something you need.
What does the customer see when their selection is over the limit?
The card option is simply hidden. They can still pay by any other method you have enabled, or reduce the number of invoices selected so that the total falls within the limit.
Can I set a different limit for different customers?
Yes. As well as a company-wide figure, a limit can be applied per customer portfolio, and the portfolio limit takes precedence over the company one. Contact support if you would like this set up.
Is there any equivalent limit for automatic payments?
Not on the amount, but you can cap how many invoices are automatically charged per customer in a single auto-charge run. That is a separate setting, covered in Limit number of invoices per auto-charge run.