This guide explains how customers can review invoices, manage payment methods, add new cards, and complete payments through Kolleno’s secure Stripe checkout flow.
Making Payments in the Kolleno Customer Portal
1. Accessing Your Account
When you open the customer portal, you can view:
• Invoices
• Credit notes
• Payment methods saved on your account
• Files shared with you by your provider
2. Adding a New Payment Method
Go to Payment Methods.
Select Add payment method.
Choose Credit or debit card.
4. You will be redirected to Stripe’s secure Payment Details form.
5. Fill in the required information and select Save.
6. After submission, you will see a Card Setup Success confirmation.
7. You can then set this card as Preferred if you want it to be used first when paying invoices.
3. Paying an Invoice
Go to the Invoices tab.
Select the invoice(s) you want to pay.
Enter or confirm the payment amount.
Click Pay Now.
You will be redirected to a Stripe confirmation page showing:
• Your email
• The selected payment method
• The final payment amount
If everything is correct, click Pay.
4. Payment Confirmation
Once the payment is processed, you will see a Thank you for your payment message confirming that your payment has been recorded and will be reconciled shortly.
5. Customer payment flow
When your customer opens the link they’ll see the Kolleno customer portal with your branding. The flow is as follows:
Location and card details – For compliance, customers with U.S. cards must select their state (e.g., New York) because surcharging rules vary. The customer then enters or confirms their card details.
Review surcharge – The portal displays a summary of amount, surcharge, surcharge fee %, and total.
Confirm and pay – The customer clicks Confirm and Pay. Kolleno processes the payment via Stripe and uses InterPayments to collect the surcharge. Upon success, a confirmation message appears.
