Tesorio's Customer Portal
Learn about Tesorio's customer-facing portal, where you can accept payments and enable self-service functionality.
19 articles
Configure the Customer Portal
Learn how to configure your Customer Portal
- Tesorio Pay Onboarding GuideThis article walks you through how to enable, onboard, and activate Tesorio Pay, from initial setup through taking your first payment.
- Tesorio Pay: Network Fees & ReconciliationUnderstand how Tesorio Pay handles additional card network fees and reconciliation.
- Tesorio Pay: Level 2/3 Interchange OptimizationLower your card processing costs automatically with enhanced transaction data.
Use the Customer Portal
The day-to-day usage and the flow to sync back to your ERP
Customer Portal End User Guide
A complete end user guide for the Customer Portal
- Make a One-Time PaymentReviews how to pay your vendor using the Customer Portal Powered by Tesorio.
- Make a Pre-payment
- View Invoices and PaymentsExplains how to view invoices, download statements and CSV files of your open invoices, and view payments made within the Customer Portal.
- Make an Invoice InquiryExplains how to inquire about an invoice in your vendor's Customer Portal.
- Add Promise to Pay DatesReviews how to set Promise to Pay dates in your vendor's Customer Portal
- Create a Customer Portal AccountReviews how to create an account in your vendor's Customer Portal.
- Make an ACH PaymentExplains how to pay via Bank Transfer in the Customer Portal.
- Enable AutoPayReviews how to enable and disable AutoPay along with its behavior in your Vendor's Customer Portal.
- Customer Portal FAQFrequently Asked Questions regarding Payments.
- Portal Payment FailuresDescribes how to determine payment failures and their reasons within the Customer Portal.
- Add Contacts to Portal
- Payment Link Expired
- Apply Credit Memos to Invoices