Introduction
Your customers can easily change their payment methods in the Customer Portal (see this article). In some cases, however, they may ask you to handle this for them.
To keep this process fast and flexible, you can also update the payment method for a booking directly from the Kinnovis Manager. When doing so, you can also optionally charge all unpaid invoices automatically using the updated payment method.
How to use change the payment method
Open the booking you want to update
Click Actions
Select Update payment method
A popup will open, allowing you to adjust how the customer pays for the booking.
Charging unpaid invoices automatically with the new payment method
When updating the payment method, you’ll see a checkbox:
“Switch the payment method of any unpaid invoices to this payment method.”
The checkbox is enabled by default
When enabled, all unpaid (status: open, past due) invoices for the booking are charged immediately
Future invoices will also use the newly selected payment method
If the checkbox is disabled, any unpaid invoices remain open and must be paid manually via their payment links.