When an end-customer saves a bank account via the Customer Portal, Kolleno automatically posts a "Stripe mandate is now active" note to the customer's timeline. This allows your team to trigger downstream step such as setting up recurring payments in your ERP.
The same timeline notification is now available when an end-customer saves a credit card for automatic payment collection. This feature must be enabled per Kolleno instance by the Support team.
Steps
To get this feature enabled:
Identify all Kolleno instance URLs where you would like the credit card save notification to be active.
(Example: https://app.kolleno.com/dashboard/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx)Provide the follow code has_feature_saved_card_note
Contact the Kolleno Support team and provide the relevant instance URL(s).
Once enabled, a "Credit card has been saved for automatic payments" note will automatically appear on the customer's timeline in Kolleno each time an end-customer saves a card via the Customer Portal.
Note: If you manage multiple entities, provide all relevant instance URLs in the same request so Support can enable the feature across all of them at once.