Payment Methods & New Customer Payment Portal
Importing QuickBooks credit notes and unapplied payments. New Customer Payment Portal and a feature to help you manage your customers’ payment methods.
Importing QuickBooks credit notes and unapplied payments. New Customer Payment Portal and a feature to help you manage your customers’ payment methods.
We are now importing unapplied Credit Notes, Prepayments, and Overpayment for QuickBooks 🎆 🎆 🎆
As reminder, we were already importing prepayments and overpayments for Xero.
This was a request coming from existing users.
We have a new Customer Portal: more mobile friendly, more focused on the “pay now”:
A big push from Kolleno to help you manage the payments: we enable you to add payment methods (debit/credit cards) and charge customers on demand. You can see also the “bank account” column, and very soon we will have Direct Debit/ACH/ACSS also in this screen!
Next versions will enable automated charge of payment methods on file.