Accounts – Payments – Scheduled payments
Path: Account->Open Items->Payments Payment can be made on pay now or scheduled basis these are available in the payment screen by picking from the drop down in payment mode.
Accounts – Payments – Direct Debit
Path: Account->Open Items->Payments A user is required to enable a direct debit by selecting “Enable Direct Debit” on the payment section within the payments tab. You will be asked to acknowledge the direct debit in a new screen. Once confirmed you will be taken back to the payment page. Where…
Accounts – Payments – PCI data
Path: Account->Open Items->Payments Within the open items is the payments options, if a client has completed a mandate for a payment processor connected with Kuhlekt the PCI compliant data of Cards last 4 digits and expiry date Bank Account Name and Source number. Card details are updated through using…
Accounts – Copy Invoices
Path: Account->Copy Invoices If available a download symbol at the left of the open item when clicked will retrieve the copy invoice for you. You can also send via an email copies of open or closed invoices (if available) and also a current statement for the account.
Accounts – Open Items
Path: Account->Open Items, Payments on hold The ‘Open Items’ are brought in from the ERP system on a regular basis, These indicate 2 different aspects of an accounts status with you, 1 if an account has been set to direct debit (ACH) etc.. Kuhlekt attempt 3 times for failures after…
Accounts – Contacts – Portal user reset
Path: Account->details->contacts To reset the client portal credentials of a portal user, change the “Access customer portal” to “N” then “Update” then reenter the contact and change the field to “Yes”. New credentials will automatically be sent.