Kustom Portal
Settings and functions in Kustom Portal
43 articles
Signing in to Kustom Portal
How to sign in to the Kustom Portal
Overview
Overview and general information about the Kustom Portal
- What is the Kustom Portal?An overview of the Kustom Portal and it's contents.
- How to download data from the Kustom PortalThis article describes how to efficiently download data on your orders, disputes or settlements from the Kustom Portal.
- User PreferencesManage your personal display settings, notifications, theme and timezone in the Kustom Portal.
- Verifying your identity in the Kustom PortalKustom identity verification is required when you no longer have access to your previously connected bank account.
- How do I access multiple stores in the Kustom PortalIt is possible to access and manage multiple Merchant IDs from a single Kustom Portal login. Switch between Merchant IDs using the dropdown.
- How to find your Merchant ID (MID)Where to find your Merchant ID in the Kustom Portal.
Order management
Order management in Kustom Portal
- Orders pageThis article explains how to view, filter, and customize the order page in the Kustom Portal as well as download a list of orders.
- Failed paymentsLearn how to view and filter failed payment attempts in the Kustom Portal to see why a checkout session did not go through.
- Order statusOrder status refers to the current state of an order. An order's status determines the available actions.
- Reservation time (expiry time)When an order is placed on Kustom the order is reserved (Authorized) until activated.
- Capture orderBy capturing an order you are letting Kustom know that an order has been fulfilled.
- Refund orderA refund is used to adjust a captured order by reducing or removing order lines or amounts.
- Cancel orderCancelling an order notifies Kustom that the order will not be processed. Once an order is cancelled, no further actions can be performed on it.
- Edit orderUncaptured orders with the status Authorized can be edited.
- Release remaining authorized amountReleasing the remaining authorized amount on a partially captured order informs Kustom that the released amount should not be captured.
- Printing packing slipsA packing slip is a document included with a shipment that lists the items it contains.
- Extend order authorizationEasily extend orders with Klarna as payment method in the Kustom Portal and via API.
- Order drawerThe order drawer in the Kustom Portal is where you'll manage your orders, download packing slips and view the timeline
- Repeated ordersThis article explains how to identify and resolve repeated orders in Kustom without affecting correct payouts.
- Order reportsAn overview of how to generate and download order reports in the Kustom Portal.
Insights
Information about Insights in the Kustom Portal
- Insights in the Kustom PortalInsights gives you a consolidated view of your sales performance, customer demographics and dispute trends — all within the Kustom Portal.
- Insights OverviewThe insights overview page provides an overview of your sales performance, order trends, and checkout behaviour. This page helps you track revenue, understand conversion patterns, and identify how customers are…
- Insights DisputesThe Disputes Insights page gives you a detailed view of your dispute and enquiry performance. Use it to track trends, understand outcomes and identify where improvements can be made in…
- Insights DemographyThe Demography Insights page gives you a detailed view of who your customers are- their age, gender, location, device preferences and shopping behaviour.
- Insights SettlementThe Settlements Insights page gives you a clear view of your payouts over time: how much has been paid out, what each settlement consists of, and which fees have been…
Apps
Articles related to Kustom Portal apps
- ShippingThe shipping tab is where you setup your shipping integration
- BrandingUpload and manage your packing slip logos directly in the Kustom Portal.
- CapitalThis article explains how to send an expression of interest to Resurs Bank.
- ElementsEasily embed payment methods, delivery options, and express checkout buttons on your storefront with a single HTML tag
- Payment methodsAn overview of the payment methods configured for your store.
Shopping
Articles related to the shopping section in the Kustom Portal
Developers
Articles related to the developer section of the Kustom Portal
- APIThe API page under Developers in Kustom Portal allows you to generate new- and manage current API keys
- Automatic report retrieval via SFTPThis article explains how to set up automatic retrieval of settlement reports using SFTP (Secure File Transfer Protocol). Once configured, reports are deposited to a secure server at a scheduled…
- Developer logsThe developer logs in Kustom Portal helps you to understand and troubleshoot the API calls between your back office system and Kustom.
- WebhooksWebhooks let you receive real-time notifications when events occur in your Kustom store without polling the API.
Administration
Articles related to the administration of the Kustom Portal
- Update account and business informationHow to update your account information and business details in the Kustom Portal.
- User managementThe user management page allows you to add both internal and external user and manage their access levels.
- Filling in Know Your Customer (KYC) information in the Kustom PortalTo let Kustom handle your payments, we're required by EU and national law — including KYC regulations — to verify your identity and business.