Customer Portal & payments
Configure the Customer Portal experience and payment-related settings, including request-to-apply Credit Notes/Payments.
By Kolleno and 2 others3 authors31 articles
Customer PortalThis article will be looking into the customer portal feature
Apply Credit Notes and Payments
Allow your customers to request to apply Credit Notes and Payments to Invoices
Allow Customers to Request to Apply Credit NotesLet your customers request what they want to do with unapplied credit notes.
Allow Customers to Request to Apply Prepayments and OverpaymentsLet your customers request what they want to do with unapplied payments.
Request to Apply a Credit Note to InvoicesThis is how your Customers can request to apply Credit Notes to specific invoices.
Request to Apply a Payment to InvoicesThis is how your Customers can request to apply Payments to specific invoices.
Reject Request to Apply Credit NoteThis is how you can decide to change back the status of the credit note to how it was.
Reject Request to Apply PaymentThis is how you can decide to change back the status of the payment to how it was.
Branding & layout
Customize the portal look and structure (logo/branding, columns, and layout controls).
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.
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.
Requesting a Payments Only Customer PortalHow to request a simplified customer portal layout that displays only payments.
Access, links & sign-in
How customers access the portal, how to share links, how smart fields differ, and how to invalidate links / enable sign-in.
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.
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.
Invalidate Customer Portal linksIf you need to deactivate/invalidate a customer portal URL, follow these steps.
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.
What customers can see
Control which invoices, balances, files, credit notes and payments customers can view in the portal, and how statuses appear.
Invoice StatusThis article will look into the different invoice statuses' available in the platform
Exclude Paused Invoices from the Customer PortalHide paused invoices from the customer portal.
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.
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.
Paying invoices in the portal
Configure and manage portal payment behaviour: selecting invoices, one-time payments, limits, minimums, and payment-status display.
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
Allow Customers to Select Invoices to Pay in the PortalEnable invoice selection by activating one-time payments or charge-on-file in portal settings.
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).
Requesting a Minimum Payment Amount in the Customer PortalRequest a minimum payment amount when customers cannot configure this themselves.
Make Payments via the Kolleno Customer PortalHow to add a payment method and pay your invoices securely through the Kolleno customer portal.
Statements
Manage customer statement download options and statement formats available in the portal
Managing Customer Portal Statement Download OptionsControl which statement formats your customers can download from the Customer Portal.