Adyen integration
We have released the new Adyen integration as an alternative to Stripe:
Invoices counter on Customer Payment Portal
On the Customer Payment Portal, there is a counter showing the invoices selected for payment above the payment details.
Tasks in the Workflows
It is possible to create a Task as an action in the workflows:
Check accounting platform connected in Workflows / Bulk Communications
When the accounting platform is not connected, the Workflows and Bulk Communications will not send + the admin users will get notified of the accounting platform not being connected. This is a safety feature.
Filter by payment method status
There is a new filter to filter customers by the payment methods status:
NetSuite contact details at Customer level
For users who require it, Kolleno team can activate a feature so that the email/phone number of the customers imported will be synchronized with Kolleno. The default behaviour is: Kolleno imports the contact persons linked to the customer in NetSuite.
NetSuite pre/overpayments and Credit Notes with amount remaining
Kolleno synchronizes from now on the prepayments, overpayments, and credit notes unapplied (= with amount remaining to be applied). It reflects in the Customers total balances.