If Payments was completed via Customer Portal, your customers gain clear visibility into the actual status of their payments in the Customer Portal.
How it works
Payments shown in the Customer Portal PAYMENTS tab originate from your Payments ERP tab.
Each ERP payment can have:
No Kolleno Payments (No PaymentCharge) → Status shown comes directly from the ERP.
Associated Kolleno Payments (PaymentCharge) → Status shown comes from the Kolleno Payments (PaymentCharge), not from the ERP Transaction.
This means that if a payment was processed with Kolleno Payments, the Customer Portal will prioritize displaying the Kolleno Payments status, giving payers more accurate information.
Examples
Example 1:
The customer made a payment for INV-1111.
In the ERP, the payment shows as Paid.
In Kolleno Payments, the same payment shows as Partially Refunded.
Customer Portal will display: Partially Refunded (to reflect the more detailed status for the payer).
Example 2:
The customer attempted two Kolleno Payments for invoice INV-2222.
First Kolleno Payment: Failed.
Second Kolleno Payment: Paid.
In the ERP, the overall Payment (ERP) shows as Paid (because at least one payment succeeded).
Customer Portal will display: Paid.
Summary
If a Kolleno Payments exists, its status overrides the Payments (ERP) status.
If no Kolleno Payments exists, the Payments(ERP) status is displayed.
This approach ensures customers always see the most relevant payment outcome.