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Payments

Manage payment methods, automatic charging, refunds, and payment provider integrations.

Do you have a customer who is experiencing issues making card payment?A customer is struggling to make payment online via customer portal
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
Payment Method Priority - Automatic Charging
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
How to upload a Fastpay bounce file?This article will go through the simple steps to upload a FastPay bounce file into your Kolleno system.
How to export a Fastpay CSV file?This article will go through the simple steps to export and download a FastPay CSV file from your Kolleno system.
Stop a Customer or Invoice to get paid automaticallyStop a specific customer or invoice to get charged on the payment method on file.
What Exchange Rates are used?This article explains what exchange rates are used in Kolleno.
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.
How to issue a refund from KollenoYou may need to refund a customer for a payment, you can do that via the Kolleno Payments tab within your customer
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…
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.
Capturing Overdue Invoices Automatically During Payment RunsSet how many days past due to include overdue invoices in automatic payment runs.
Payment Report and Invoice Balance Breakdown DetailsClick the three-dot menu on an invoice and select "Payment report" to view payment details.
Add Preferred Method of PaymentSet a preferred payment method in the Customer Hub or Portal under Payment Methods settings.
Charge Card or Direct Debit on FileProcess saved payment methods and apply surcharges
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.
Why Are My Invoices in "Payment – Pending" Status?Find out why your invoice shows "Payment – Pending" and how to check payment sync status after it's paid.
View Payout Synchronization StatusCheck the synchronization details between payouts and your ERP.
Excluding invoices from automatic chargingKeep flexibility with payments by excluding specific invoices from auto-charge, such as those disputed or paid via bank transfer.
Charge Payment Method on Customer PortalAllow your customers to charge the apyment methods on file,
Auto-charge payment methodUnderstand how to set the auto-charge payment method on file between Auto detect,
Request for Automatic Notes for Successful Payment ChargesRequest support to enable automatic notes for successful payment charges.
Managing Refunds in SFTP-Connected EnvironmentsRefunds via Kolleno interact with invoices and how to automate synchronization using API or workflow integrations.
GoCardless

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