Product Documentation
Product Documentation
While your customers can pay for their open invoices and save payment methods on their own within the Kodaris Customer Portal, you can also perform these tasks on their behalf in the Kodaris Operations Portal.
This ability allows you to further provide flexibility for your customers and service those who wish to make payments over the phone or via email correspondence.
To pay for an invoice on your customer’s behalf, you will need their permission and a payment method to charge. If they do not have an existing payment method on file, you can add and save one to their account for them; instructions on how to do this will be covered later in this documentation. Another option you have is to deactivate a saved payment method for your customer; this will also be explained in a later section.
With a payment method already on file, you can apply payments toward invoices on their behalf. You can do this for one or multiple invoices at a time.
To begin, navigate to the "Companies" tab under "CRM", and search for the company you need to process payments for.
Once you locate the company, click the More Details icon.
Next, click the "Open Invoices" tab.
Select the invoice rows that you would like to pay. You can pay one invoice or multiple invoices at a time.
Once you have selected the invoices that need to be paid, click the "Make Payment" button.
A pop-up box will appear, and the total amount from the selected invoices will be displayed at the top. You will be able to select an existing, saved payment method out of the options provided.
Once you choose the payment method your customer would like to charge, click the "Make Payment" button to submit the payment.
To add a new payment method to your customer’s account, you will follow the same steps as above to navigate to the pop-up box. Here, instead of selecting an existing payment method to complete a payment, you will choose "Add a payment method".
Another pop-up box will appear, and you will select whether you’re adding a credit card or ACH account. Then, you will fill out the necessary information and select "Add". Once the payment method is successfully added, you and your customer will be able to use that method, along with any other vaulted payment methods, to initiate payments moving forward.
Please note: If you add a bank account payment method, you must have a document on file stating that the customer has allowed you to debit their account according to banking regulations.
If your customer asks you to deactivate an existing payment method on their account, you can do so by clicking "System" and then "Payment Methods" on the left-hand navigation. Locate the company whose payment method you wish to deactivate. You can search for a company by typing into the search bar at the top or by using the filter on the "Company ID" column.
Once the company is located, find the desired payment method and choose the More Details button.
From here, you can select whether to activate or deactivate a payment method by using the "Activate" dropdown. Once a payment is deactivated, it will no longer appear as a payment option for you or your customer when going through the payment process.
Keep in mind that you and your customer always have the option to activate an inactive payment method if needed.
