Kolleno allows you to streamline your accounts receivable by enabling automatic payments for your customers. Once configured, Kolleno will automatically schedule and process outstanding invoices on their due dates, saving your team manual follow-up time.
How to Set Up Automatic Payments
Open the "Settings -> Payments -> Select one of the PSP -> Click on the (three dots ...)
Select Configure automatic payments
Ensure that Turn on automatic payments is enabled
Click Save
What Happens Next? (Timeline & Notes)
Once automatic payments are enabled, Kolleno automatically tracks, schedules, and logs all activities on the customer's Timeline.
You will see automated notes generated when payments are scheduled or processed, such as:
"A payment of [Amount] for invoice [Invoice Number] has been scheduled to be paid via Direct Debit."
Frequently Asked Questions (FAQ)
1. Which payment gateways support automatic payments?
This feature is supported for Stripe, GoCardless, and Adyen.
2. Can I charge customers on a different date instead of the invoice due date?
No, at the moment, payments are fixed to be collected on the Invoice Due Date and cannot be configured to a different date.