Product Documentation
Product Documentation
This training shows you how to control what payment methods your customers can use to pay you. You'll learn two ways to do this: set up payments for all customers at once, or customize payments for specific customers.
First, you'll learn global settings. This lets you turn payment methods on or off for everyone. Want all customers to pay with credit cards? Turn it on globally. Need to stop accepting bank payments? Turn it off globally. When you change these settings, all your customers see the updates right away in their portal.
Next, you'll learn individual customer settings. Sometimes you need different payment options for different customers. Maybe one customer can only pay by bank transfer, while another can use credit cards. You'll learn to find specific customers and change their payment options separately from your global settings.
You'll also learn to pick payment processors for each method. The system lets you choose which company processes credit cards and which handles bank payments for each customer.
Throughout the training, you'll use the companies screen to see what payment methods each customer has. This makes it easy to check settings and fix any payment problems customers report.
After this training, you'll know how to set up payments that work for your business. You can use the same settings for everyone or create custom options for different customers. You'll also know how to update these settings when you need to make changes.
The global payment settings feature in Kodaris allows administrators to efficiently manage payment method availability across their entire customer base from a centralized location in the operations portal. By accessing the global settings screen, administrators can configure system-wide payment processing options that automatically apply to all customers. The platform enables global settings for payment processing by default, with granular control available for specific payment methods such as bank accounts (ACH) and credit cards through separate configuration options.
When global settings are enabled, users accessing the Kodaris customer portal with the needed permissions will see all available payment methods without requiring individual customer configuration. Administrators can selectively disable specific payment methods globally by updating setting values, which immediately reflects across all customer portals.
Individual customer payment configuration in Kodaris provides administrators with precise control over payment method availability on a per-customer basis, allowing for customized payment experiences that align with specific business relationships or customer preferences. Through the companies screen in the operations portal, administrators can access detailed customer profiles where payment-specific settings can be configured independently of global settings, offering the flexibility to accommodate diverse customer needs while maintaining centralized oversight.
The customer-level configuration involves selecting appropriate payment providers from dropdown menus for both ACH and credit card processing, enabling immediate activation of these payment methods in the customer's portal experience. Additionally, the platform includes a "can use credit cards" setting that specifically controls whether customers can utilize credit cards during the checkout process for order payments, providing an additional layer of payment method control. This granular approach ensures that Kodaris users can optimize their customer payment experiences while maintaining operational efficiency through clear visibility tools that display each customer's enabled payment methods in the companies overview.