Tesorio's Payment Portal
Learn about Tesorio's customer-facing portal, where you can accept payments and enable self-service functionality.
15 articles
Configure the Payment Portal
Learn how to configure your customer Payment Portal
Sharing Attachments With Portal CustomersYou can securely share customer or invoice-related attachments through the Payment Portal using attachment tags.
Downloading Statements from the Payment PortalHow to configure the Payment Portal so customers can download their statements
Use the Payment Portal
The day-to-day usage and the flow to sync back to your ERP
Portal Payment Statuses
Post Multi-Entity Portal Payments to Sage IntacctDescribes how payments post to Sage Intacct when there are customers in multiple entities making payments.
Surcharges, Thresholds, and FeesReviews how surcharges function in Tesorio/
NetSuite: Locate the Stripe IDLearn where to find the Stripe ID in Tesorio for easier payment reconciliation.
Payment Portal End User Guide
A complete end user guide for the Payment Portal
Make a One-Time PaymentReviews how to pay your vendor using the Payment 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 Payment Portal.
Make an Invoice InquiryExplains how to inquire about an invoice in your vendor's Payment Portal.
Add Promise to Pay DatesReviews how to set Promise to Pay dates in your vendor's payment portal.
Create a Payment Portal AccountReviews how to create an account in your vendor's payment portal.
Make an ACH PaymentExplains how to pay via Bank Transfer in the Payment Portal.
Enable AutoPayReviews how to enable and disable AutoPay along with its behavior in your Vendor's Payment Portal.
Payment Portal FAQFrequently Asked Questions regarding Payments.
Portal Payment FailuresDescribes how to determine payment failures and their reasons within the Payment Portal.