Product Documentation
Product Documentation
Your customers are busy and crunched for time. To make it easy to do business with you, the Kodaris Customer Mobile App provides your customers with on-the-go access to add new and edit stored payment methods. Just like the Kodaris Customer Portal, the Mobile App supports U.S. ACH, Canadian EFT, and Card payment methods.
Once stored, these payment methods can be used to complete payments at checkout, make deposits on account, and pay open invoices.
It’s important to note the Kodaris platform is payment card industry (PCI) and both Nacha and Payments Canada compliant so that your customer’s credit card and banking information is secured and protected.
Acting similar to a mobile wallet directly in the Kodaris Customer App, your customers can use stored payment methods to quickly and easily make secure payments on a fully compliant platform.
The Payment Methods feature is available for customers to access via the Customer Mobile App on a phone or tablet. With proper permissions, customers can view, add, edit, and delete payment methods specific to their user account and payment methods stored on their company account.
Access to payment methods can be configured in your company settings so that you can manage who has access to this information.
There is no limit to the number of payment methods your customers can add to their accounts, and any stored accounts or cards can be used to make payments.
No matter the type of payment method your customers add, the Kodaris system will verify the validity of the card or banking information to ensure everything was entered correctly and to comply with regulations.
When adding a bank account as a payment method, your customers will have to type in their name to serve as an electronic signature to complete the process. This is required due to NACHA regulations.
By typing in their name and selecting the checkbox to agree to the terms, the Kodaris platform will create a PDF with the signature and store it within the customer’s account; once complete, the PDF can be viewable in the desktop version of the Customer Portal under the Documents section if enabled. This feature provides proof that your customer has agreed to allow you to request a withdrawal be made from their account. This is stored in the Kodaris platform for you for easy access if there is an audit by the processor or NACHA.
Kodaris ensures that you are always following the banking rules needed to accept ACH and all other forms of payment.