Kustom Portal
Settings and functions in Kustom Portal
45 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 statusUse this article to find an order's status in the Kustom Portal and understand what Authorized, Captured, Partially captured, Refunded, Cancelled and Expired mean and which actions you can take.
- Reservation time (expiry time)When an order is placed on Kustom the order is reserved (Authorized) until activated.
- Capture orderUse this article to capture orders in the Kustom Portal in full, partially, by amount or several at once, and to see when an order was captured.
- Refund orderUse this article to refund a captured order in the Kustom Portal by order line or amount, add a return fee, fix refunds that do not go through and find…
- Cancel orderUse this article to cancel an uncaptured order in the Kustom Portal and to choose between cancelling, editing, releasing and refunding an order.
- Edit orderUse this article to edit an uncaptured (Authorized) order in the Kustom Portal: change, add or remove order lines, add a discount and understand why an edit can be rejected.
- 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 PortalLearn what Insights in the Kustom Portal shows, which pages it includes (Overview, Demography, Disputes and Settlement), which user roles can access it and how to open it.
- Insights OverviewUse this article to understand the Insights Overview page in the Kustom Portal: sales and orders, sales per country and year-over-year change, the checkout conversion funnel and your payment mix.
- Insights DisputesUse this article to understand Disputes Insights in the Kustom Portal: dispute and enquiry volumes, outcomes, win rates, reason codes, dispute fees and the exportable dispute table.
- Insights DemographyUse this article to understand Demography Insights in the Kustom Portal: your shoppers' age, gender, devices, browsers, locations, returning customers and purchase frequency.
- Insights SettlementUse this article to understand Settlements Insights in the Kustom Portal: your payouts per month, what each settlement consists of, the fees you were charged and how to filter the…
Apps
Articles related to Kustom Portal apps
- ShippingThe shipping tab is where you setup your shipping integration
- Express buttons in Kustom CheckoutChoose which express buttons shoppers see at the top of your checkout, such as Apple Pay, Google Pay and Klarna, set their order and use different settings per country.
- 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.
- Apps Overview and early accessThe Apps Overview lists the features available to your store, marks what is upcoming and lets you sign up for early access to new features.
Shopping
Articles related to the shopping section in the Kustom Portal
Styling
Articles related to the styling feature
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 logsUse this article to find, filter, read and export the developer logs in the Kustom Portal to troubleshoot API calls between your systems 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