Tesorio's Customer Portal
Learn about Tesorio's customer-facing portal, where you can accept payments and enable self-service functionality.
12 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.
Use the Customer Portal
The day-to-day usage and the flow to sync back to your ERP
Process Refunds with Tesorio PayHow to issue a refund for portal payments made with Tesorio Pay
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.
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.