Skip to main content

Customer Portal

Looking for help and advice on the customer portal?

How do I customize the Customer Portal?This article will advise on how to customize the customer portal to reflect your company standards and logo.
How to send customers a link to the customer portal?This article will explain how to include a link to the customer portal in communications.
Customer PortalThis article will be looking into the customer portal feature
Invoice StatusThis article will look into the different invoice statuses' available in the platform
When to use customer portal hyperlink vs. customer portal URL smart field?This article describes the difference between the customer portal smart fields when adding them to your templates.
Exclude Paused Invoices from the Customer PortalHide paused invoices from the customer portal.
Invalidate Customer Portal linksIf you need to deactivate/invalidate a customer portal URL, follow these steps.
Show the Credit Notes List in the Customer PortalAllow your customers to view the list of credit notes issued to them.
Show the Payments List in the Customer PortalAllow your customers to view the list of payments made by them.
Deactivate One-Time PaymentDo not let your customers pay one-off payments via the Customer Portal.
How to select all invoices on the Customer PortalYour customers can now select all invoices when making a payment
Contact by Email on the Customer PortalControl what email addresses your customers can click to contact you on the customer portal.
Customer Portal Sign-in featureActivate sign-in for the Customer Portal and discover the customer journey.
Modify Columns on the Customer PortalCustomize what information your customers see.
How to Upload a Favicon for the Customer PortalUpload a 32x32px .ico or .png favicon to brand your Customer Portal browser tab.
Allow Customers to Select Invoices to Pay in the PortalEnable invoice selection by activating one-time payments or charge-on-file in portal settings.
Allow Customers to View and Download Stored FilesLet customers easily download stored files from the customer portal
Allow Customers to View the Total Balance DueLet customers see their full outstanding balance directly in the Customer Portal.
Allow Customers to View the Total Balance OverdueLet customers see their full overdue balance directly in the Customer Portal.
How to Restrict Card Payments Over a Certain AmountSet a maximum amount for card payments made through the portal.
How payment statuses are displayed in the Customer PortalLearn how Kolleno Payments statuses appear alongside your Payments (ERP).
Managing Customer Portal Statement Download OptionsControl which statement formats your customers can download from the Customer Portal.
Requesting a Payments Only Customer PortalHow to request a simplified customer portal layout that displays only payments.