Payment Methods & New Customer Payment Portal

QuickBooks – more data imported

We are now importing unapplied Credit Notes, Prepayments, and Overpayment for QuickBooks 🎆 🎆 🎆

As reminder, we were already importing prepayments and overpayments for Xero.

This was a request coming from existing users.

New Customer Payment Portal

We have a new Customer Portal: more mobile friendly, more focused on the “pay now”:

Payment Methods

A big push from Kolleno to help you manage the payments: we enable you to add payment methods (debit/credit cards) and charge customers on demand. You can see also the “bank account” column, and very soon we will have Direct Debit/ACH/ACSS also in this screen!

Next versions will enable automated charge of payment methods on file.