Kolleno

A customer is struggling to make payment online via customer portal

Do you have a customer who is experiencing issues making card payment?

This article will dive into how you can add payment methods into Kolleno and charge your customers through your system.

Payment Methods

This article will take you through how to set-up your account to accept open banking payments via the customer portal

How to Connect Open Banking

Payment Method Priority - Automatic Charging

In this article, we will discuss the benefits of connecting a Blink account and how to connect your account on the platform

How to connect my Blink Account?

This article will go through the simple steps to upload a FastPay bounce file into your Kolleno system.

How to upload a Fastpay bounce file?

This article will go through the simple steps to export and download a FastPay CSV file from your Kolleno system.

How to export a Fastpay CSV file?

Stop a specific customer or invoice to get charged on the payment method on file.

Stop a Customer or Invoice to get paid automatically

This article explains what exchange rates are used in Kolleno.

What Exchange Rates are used?

Find out who or what triggered a payment going through Kolleno.

Who triggered the payment?

Understand how to set the auto-charge payment method on file between Auto detect,

Auto-charge payment method

Check the synchronization details about payment charges and your ERP.

View Payment Synchronization Status

You may need to refund a customer for a payment, you can do that via the Kolleno Payments tab within your customer

How to issue a refund from Kolleno

Open banking payments made through the Bank Modelo Sandbox environment will remain in "PENDING" status by design, as this testing environment is built to validate your integration rather than complete…

Understanding Open Banking Testing with Modelo Sandbox

Quickly view PSP payouts and check synchronization with your ERP system.

Viewing Payment Service Provider (PSP) Payouts

Easily access PSP payments and manage refunds or ERP synchronization.

Viewing Kolleno Payments (PSP Payments)

Quickly access and review payments as recorded in your ERP system.

Viewing ERP Payments

Enable automatic charging for paused invoices and customers on request via Kolleno Support.

Including Paused Invoices and Customers in Automatic Charges

Set how many days past due to include old invoices in automatic payment runs.

Capturing Old Invoices Automatically During Payment Runs

Kolleno Support

Support

Payment options overview available on Kolleno

Payments

What currencies does Kolleno support with GoCardless?

Connect your GoCardless account

Import existing GoCardless mandates

Configure automatic payments with GoCardless

Reconcile your GoCardless payments

Manage the GoCardless mandates

Manually charge with card on file

This article will go through where to check if a GoCardless status is active or pending in GoCardless.

GoCardless status says “Active” but “Pending” on Kolleno

This article will go through how to troubleshoot if GoCardless has charged a payment but it has not yet updated in your Kolleno system.

GoCardless payment says charged but Kolleno did not update

Refund with GoCardless is not working

Understand what the statuses' Payment Scheduled' and 'Paid Pending Confirmation 'mean in the context of GoCardless.

Invoices statuses with GoCardless

This article highlights the situations when you would need to make a payment to change the status of the bank account manadate.

GoCardless mandate remains in PENDING status

Find out what GoCardless Customer ID is the customer linked to for payment methods and Kolleno payments.

View the related GoCardless Customer ID

GoCardless

How to account for multiple currency payouts with Stripe.

Stripe Multiple Currency Payouts

This article will explain the steps to pass the card processing fees over to your clients when making payments through stripe

Stripe: How to pass on card processing fees?

This article explains how to activate different Stripe payment methods depending on your bank account location.

A look into Stripe capabilities

This article will go through the permissions changes that need to be made in order to connect restricted Stripe API keys to Kolleno.

How to connect Stripe to Kolleno if the API key is restricted

Stripe

If you go live with Adyen, so not a Sandbox account, you will need to know your "live endpoint prefix".

Adyen live endpoint prefix

Event code when Kolleno marks the payment as paid

Adyen payment marked as PAID

This articles describes the steps to take in order to connect your Adyen account.

Connect your Adyen account

Find out what Adyen Shopper Reference is the customer linked to for payment methods and Kolleno payments.

View the related Adyen Shopper Reference

Adyen

Connect your InterPayments account with your Kolleno company instance.

How to connect InterPayments to Kolleno

Interpayments

Find out what Fortis Contact ID is the customer linked to for payment methods and Kolleno payments.

View the related Fortis Contact ID

Fortis

Website

YouTube

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