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Requesting a Payments Only Customer Portal

How to request a simplified customer portal layout that displays only payments.

Kolleno Support avatar
Written by Kolleno Support
Updated this week

Kolleno provides two customer-facing portal layouts:

  1. The default portal, which includes invoices, credit notes, payments, payment methods, and files.

  2. A payments-only portal, available upon request.

If you prefer your customers to only view and submit payments without seeing invoices or other financial documents, our team can update your portal layout accordingly.


Requesting the Payments-Only Layout

To switch your portal to the payments-only layout, contact our Support team:

When submitting your request, include:

• A clear confirmation that you want the payments-only portal
• The URL of your Kolleno instance
• If you require this for multiple instances, provide each instance URL

Required configuration code

This code must be included in your request to ensure our team applies the correct layout:

Customer portal layout type

This will allow Support to configure your environment accurately.

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