Payments
Manage payment methods, automatic charging, refunds, and payment provider integrations.
68 articles
Payment method management
Add, manage, and prioritize payment methods on file
- Payment Method Priority - Automatic Charging
- Add Preferred Method of PaymentSet a preferred payment method in the Customer Hub or Portal under Payment Methods settings.
- Charge Payment Method on Customer PortalAllow your customers to charge the apyment methods on file,
- Credit Card Saved Notification for Automatic PaymentsGet a timeline notification in Kolleno whenever an end-customer saves a credit card for automatic payment collection via the Customer Portal.
Payment setup and connection
Connect payment providers and set up payment methods for your customers
- Payment MethodsLearn how to add and manage payment methods for your customers in Kolleno.
- How to Connect Open BankingThis article will take you through how to set-up your account to accept open banking payments via the customer portal
- How to connect my Blink Account?In this article, we will discuss the benefits of connecting a Blink account and how to connect your account on the platform
- Understanding Open Banking Testing with Modelo SandboxOpen 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…
Automatic charging
Configure and control automatic payment collection from saved methods
- Limit number of invoices per auto-charge runCap how many invoices are automatically charged per customer in a single auto-charge run to avoid bulk payment failures.
- Stop a Customer or Invoice to get paid automaticallyStop a specific customer or invoice to get charged on the payment method on file.
- Capturing Overdue Invoices Automatically During Payment RunsSet how many days past due to include overdue invoices in automatic payment runs.
- Excluding invoices from automatic chargingKeep flexibility with payments by excluding specific invoices from auto-charge, such as those disputed or paid via bank transfer.
- Auto-charge payment methodUnderstand how to set the auto-charge payment method on file between Auto detect,
- Enable Charge on Net BalanceThe Charge on Net Balance allows you to charge customers based on their total outstanding balance instead of charging them per individual invoice.
- Configure Automatic PaymentsEnable automatic payment collection from saved payment methods for Adyen, Stripe, Nuvei, GoCardless.
Manual charging
Process individual payments and understand surcharges
Viewing payments and payouts
onitor PSP payments, ERP synchronization, and payout status
- Who triggered the payment?Find out who or what triggered a payment going through Kolleno.
- View Payment Synchronization StatusCheck the synchronization details about payment charges and your ERP.
- Viewing Payment Service Provider (PSP) PayoutsQuickly view PSP payouts and check synchronization with your ERP system.
- Viewing Kolleno Payments (PSP Payments)Easily access PSP payments and manage refunds or ERP synchronization.
- Viewing ERP PaymentsQuickly access and review payments as recorded in your ERP system.
- Payment Report and Invoice Balance Breakdown DetailsClick the three-dot menu on an invoice and select "Payment report" to view payment details.
- View Payout Synchronization StatusCheck the synchronization details between payouts and your ERP.
Payment rules and settings
Control payment limits, balance restrictions, and currency handling
- What Exchange Rates are used?This article explains what exchange rates are used in Kolleno.
- Can I Increase the Payment Limit for All Payments?Payment limits are set by your provider (e.g. Stripe). Contact them to request an increase.
- Blocking Invoice Payments Over the Open BalanceControl whether customers can submit payments higher than the remaining invoice balance.
- Request for Automatic Notes for Successful Payment ChargesRequest support to enable automatic notes for successful payment charges.
- Customizing Net Balance ChargesHow net balance charges are calculated and how to request changes to which credit types are included.
- Automatic write of PSP customer ID to a NetSuiteAutomatic write of customer's payment-provider identifier back to a NetSuite customer field
Refunds
Issue and manage refunds through Kolleno and connected systems
Troubleshooting
Resolve common payment problems and pending statuses
- What currencies does Kolleno support with GoCardless?
- Connect your GoCardless account
- Import existing GoCardless mandatesLearn how to import customers and mandates from GoCardless into Kolleno and match them using smart suggestions.
- Configure automatic payments with GoCardless
- Reconcile your GoCardless payments
- Manage the GoCardless mandates
- Manually charge with card on file
- GoCardless status says “Active” but “Pending” on KollenoThis article will go through where to check if a GoCardless status is active or pending in GoCardless.
- GoCardless payment says charged but Kolleno did not updateThis article will go through how to troubleshoot if GoCardless has charged a payment but it has not yet updated in your Kolleno system.
- Refund with GoCardless is not working
- Invoices statuses with GoCardlessUnderstand what the statuses' Payment Scheduled' and 'Paid Pending Confirmation 'mean in the context of GoCardless.
- GoCardless mandate remains in PENDING statusThis article highlights the situations when you would need to make a payment to change the status of the bank account manadate.
- View the related GoCardless Customer IDFind out what GoCardless Customer ID is the customer linked to for payment methods and Kolleno payments.
- Requesting Bulk GoCardless Subscription Cancellations via KollenoCancel GoCardless subscriptions before enabling auto-payments to avoid duplicate charges.
- One-Time GoCardless Customer ID Bulk ImportKolleno can assist with a one-time bulk import of GoCardless customer IDs using a CSV file.
- GoCardless Pre-Filling the Wrong Customer Details When Creating a MandateGoCardless may pre-fill the wrong customer details if the customer ID mapping in Kolleno is incorrect.
- What GoCardless Customer ID Does Kolleno Use?The relationship between GoCardless and Kolleno regarding Customer and Mandate IDs.
- Why Direct Debit Payments Still Process When “Exclude from Automatic Charging” Is EnabledDirect Debit payment may still be scheduled after enabling - Exclude from automatic charging
- Stripe Multiple Currency PayoutsAccepting Payments in Multiple Currencies with Stripe
- Pass Card Processing Fees to Customers Using StripeHow to Pass Card Processing Fees to Customers Using Stripe
- Stripe CapabilitiesLearn how to activate available Stripe payment methods in Kolleno based on your bank account location.
- How to Connect Stripe to Kolleno if the API Key Is RestrictedLearn which Stripe API permissions are required to connect a restricted API key to Kolleno successfully.
- Preventing Automatic Currency Conversion in Stripe (Adaptive Pricing)Disable Adaptive Pricing to ensure payments are always processed in your business currency.
- Adyen live endpoint prefixIf you go live with Adyen, so not a Sandbox account, you will need to know your "live endpoint prefix".
- Adyen payment marked as PAIDEvent code when Kolleno marks the payment as paid
- Connect your Adyen accountThis articles describes the steps to take in order to connect your Adyen account.
- View the related Adyen Shopper ReferenceFind out what Adyen Shopper Reference is the customer linked to for payment methods and Kolleno payments.
- How Kolleno Chooses the Adyen Account for a CustomerThis article explains how Kolleno selects the correct Adyen account when multiple Adyen accounts are connected and configured in your Kolleno settings.
- Test Card Failures by Changing Adyen holderNameRequest sandbox holderName changes to simulate failed card and payment-method-on-file scenarios.
Interpayments
Setup and understand how it works
Fastpay
Export payment files and process bounce notifications