Product Documentation
Product Documentation
This training covers essential features including setting up and maintaining payment methods for seamless transactions, viewing and managing open invoices with advanced filtering and search capabilities, scheduling future payments for better cash flow management, processing short payments when partial amounts are needed, making general account deposits, and accessing your complete web payment history with detailed reporting options. These powerful tools are designed to streamline your accounts receivable management, reduce administrative overhead, and provide you with full visibility and control over your account's financial activity. For additional details and step-by-step instructions on any of these features, you can explore more by viewing the complete customer portal help documentation.
The payment methods feature in the customer portal allows users to store, view, and manage their payment information for account transactions. Users can access this functionality through a dedicated payment methods section in the portal menu, where they can maintain an unlimited number of saved payment methods including credit cards and bank accounts. The system provides options to add new payment methods, edit existing ones, and delete methods that are no longer needed. For bank account additions, users must agree to an ACH agreement with electronic signature verification. Once payment methods are stored, they become available for selection when paying invoices, streamlining the payment process by eliminating the need to re-enter payment details for each transaction.
The open invoices screen is a customer portal feature that allows users to view, manage, and pay open invoices on their account. Users can view their total account balance and filter invoices by different periods, search for specific invoices and customize their view by adding, removing, or rearranging columns. The screen includes functionality for previewing individual invoices, adding comments to help communicate with users, and processing payments for single or multiple selected invoices. Once payments are initiated, the system updates invoice status to pending and prevents duplicate payments until the invoices are fully processed and removed from the view.
The customer portal payment scheduling feature allows users to manage when their invoice payments are processed. Users can access their open invoices through the portal menu, select specific invoices they want to pay, and schedule payments for future dates. The system provides a preview of payment details including amounts, discounts, and payment method options before confirming the scheduled transaction. Once scheduled, invoice statuses are updated to reflect the pending payment, and users receive email confirmations. The feature also includes the ability to cancel previously scheduled payments if needed.
• Navigate to open invoices in the customer portal
• Select invoices for payment scheduling
• Use the actions menu to access scheduling options
• Select payment dates using the calendar interface
• Confirm scheduled payments
• Understand status updates for scheduled invoices
• Email confirmation process for scheduled payments
• View scheduled payment records in the invoice list
• Cancel previously scheduled payments through the actions menu
The short payments feature allows customers to make partial payments on invoices through the customer portal's open invoices screen. The "amount to pay" section can be used to specify a reduced payment amount and select a reason for the partial payment from a customizable dropdown menu. The system includes an option to add comments when "other" is selected as the reason. After entering the partial payment details and selecting invoices, customers can preview their payment summary, which displays the original invoice total, applied discounts, and adjustments from the short payment. The system provides notifications about potential discount adjustments for partial payments, and customers can complete the transaction using existing or new payment methods before receiving a printable payment receipt.
• Access the open invoices screen in the customer portal
• Use the "amount to pay" section for partial payments
• Enter specific dollar amounts for short payments
• Select reasons for short payments from dropdown menus
• Add comments for "other" reason selections
• Preview payment summaries with totals and discounts
• Understand discount adjustments for partial payments
• Complete the payment transaction
The deposit feature in the customer portal allows users to initiate payments on their account without applying payments to specific invoices. The process involves entering a dollar amount, optionally including a note for reference, and selecting from saved payment methods or adding a new one. Upon completion, users receive an on-screen confirmation that their deposit has been initiated.
The payment history feature in the Kodaris customer portal provides users with a record of all payments made through the Kodaris system for their account. The interface includes search functionality, the ability to save custom views, and the option to export data. Users can access detailed information for individual payments, including generated receipts and associated invoice breakdowns.