The customer portal is an alternative to sending the customer a statement of account and taking payment over the phone. With this portal, the customer can view all paid and currently outstanding invoices on their account and the overdue days.

Once linked with your card payment system (Stripe, Blink), the customer will be able to use this portal to make card payments.

Note: When you input your bank details in Kolleno's setting payments tab, your customer will be able to make a one-click payment on the account.

Please note this is currently only available in countries that support open banking.

Although you can easily add a payment method for a customer via our handy customer hub, getting that information from your client might be a bit of a challenge.

This is why clients can also opt to manually add their payment details via the customer portal. Next to the Invoices tab you can find the Payment Methods tab.

The payment methods you see here are the same ones your client sees on their customer hub page. It's all about clear and open communication between you and your client, letting them know what payment options are available, and even giving them the control to manage it themselves.

When a user selects Add payment method they have the option to choose between what type of method to add ie: a credit card or banking details.

Just note that the methods you can add depend on the payment integrations that have been set up on your account. For instance, if you haven't configured any payment integrations like GoCardless or Adyen to handle bank accounts, your clients won't have the option to set up a bank account.

Once a user has selected their preferred method type and clicked on continue they will be redirected to the appropriate page to configure their method. Once they have finished adding the payment method they will be redirected back to the customer portal where they can use the new payment method to make payments.