Customer Mobile App: Deposits

From a phone or tablet, customers can use the Customer Mobile App to place deposits on their account in just a few clicks.

Typically, deposits are used for future purchases, down payments, and/or open invoices. With the Deposits feature, your customers can deposit or send money to you in one bulk amount. This capability equips your customers with a tool to easily and quickly make deposits while on the go, allowing them to remain connected to be able to do business with you anytime, anywhere.

Deposits Features

The Deposits feature is available for customers to access via the Customer Mobile App on an iOS or Android phone or tablet. While this feature can be available to every user under a company account, your customers have the ability to assign specific user permissions to determine who on their team has access to make deposits. This means that they have full control over the visibility and useability of Deposits within their organization.

When customers initiate a deposit, they will need to enter a dollar amount based on the amount they want to deposit. They also have the option to add a note to describe the purpose of the deposit, but this is not required. The notes section may be useful to both your team and your customer’s internal team when referring to past deposits, paying invoices, etc.

Next, they will choose which payment method they want to use for this transaction. The payment methods available during this step are the payment methods stored within the user’s company account. It’s important to note the Kodaris platform is Payment Card Industry (PCI) and both Nacha and Payments Canada compliant, so your customer’s credit card and banking information is secured and protected.

Once all the necessary fields are complete, your customer will select the "Submit" button to add their deposit.

Customer deposits can be added to EDI payment remittance files transmitted to your ERP or, if available, inserted into your ERP via an API call.