Tesorio

Which bank transfer options your customers see in the Tesorio Pay portal, and how to control them

Bank Transfer Payment Methods with Tesorio Pay

How Tesorio Pay payments post to NetSuite, how funds reach your bank, and how to record and reconcile deposits using the payout report

Tesorio Pay with NetSuite: Posting, Deposits & Reconciliation

How to issue a refund for portal payments made with Tesorio Pay

Process Refunds with Tesorio Pay

Payment Link Expired

Chargebacks with Tesorio Pay

The day-to-day usage and the flow to sync back to your ERP

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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