Kustom Portal
Settings and functions in Kustom Portal
51 articles
Insights in Kustom PortalThe Insights page provides an overview of key business metrics and performance data. This page helps you track trends, understand outcomes, and identify areas for improvement.
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.
Verifying your identity in the Kustom PortalKustom identity verification is required when you no longer have access to your previously connected bank account.
Signing in to Kustom Portal
How to sign in to the Kustom Portal
Sign in to Kustom PortalSign in to Kustom Portal by using either Single Sign-On (SSO) or the Magic link.
Single Sign-On (SSO)The Kustom portal offers Single Sign-On (SSO) as one of the sign in options. This provides a simple, secure login experience.
Sign in Troubleshooting GuideThis guide will help you if you can't log into your Kustom account. Covering common issues and troubleshooting when logging into Kustom.
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.
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.
How to capture an 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 authorization amountReleasing the remaining authorized amount on a partially captured order informs Kustom that the released amount should not be captured.
Packing slips and logosA 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
Create Orders
How to create orders in the Kustom Portal
Order ConfigurationIn the Order Configuration tab which is found on the Create Orders page you can configure default settings for your created orders.
How to create and track orders in the Kustom PortalThe Create Orders page in the Kustom Portal allows you to create new orders and send payment links to your customers.
Settlements
Information and frequently asked questions about Reports
Settlements PageThe settlements page in the Kustom Portal allows you to keep track of your payouts and settlements.
Settlement reportsThis article explains how settlement reports are generated, how to access them, and the available delivery methods.
Transaction reportsA transaction report is a generated report that includes a breakdown of all captured orders and refunds for a selected date range.
Batch ReportThe batch report function allows you to generate your own report for a selected date range.
Configure settlement reportsThis article explains how settlement reports are configured.
Managing Klarna negative balances during checkout migrationMigrated to Kustom Checkout? Here's how your settlements, payouts & reconciliation may be affected during the transition.
Upcoming payoutsView all payouts that are scheduled but not yet sent from Kustom.
Payouts
Information and frequently asked questions about Payouts
Your first payout from KustomThere is a delay for the first payout from Kustom due to required Know Your Customer (KYC) and Anti-Money Laundering (AML) screenings.
Payout scheduleLearn how and when you receive payments based on your configured payout schedule.
Receiving payouts from KustomTo receive payouts from Kustom, orders must be captured, and a valid bank account must be registered.
Invoices
Articles related to invoices in the Kustom Portal
How to view and update your invoices in the Kustom PortalFind your invoices and update invoice delivery details such as e-invoice and adress directly in the Kustom Portal
Invoice reminders for Kustom invoices to merchantsAs a merchant, you may receive invoice reminders from Kustom.
Disputes
Articles relating to the disputes page in Kustom Portal
Disputes at KustomA guide to handling payment disputes in the Kustom Portal.
How do disputes work in Kustom compared to KlarnaDifferences between Klarna and Kustom regarding disputes
Card DisputesA card dispute occurs when an account owner contacts their bank to contest an order for a number of possible reasons.
In this article you will learn everything you need…
Klarna DisputesA Klarna dispute occurs when a shopper contacts Klarna to contest an order for a number of possible reasons.
In this article you will learn everything you need to know…
Billie disputesHow to respond when a customer disputes an invoice through Billie.
How to assign disputes in the Kustom PortalEasily assign one or more disputes to team members directly in the Kustom Portal.
How to view and use a tracking number in return disputesUnderstand where to find the tracking ID in return disputes and how to verify it.
Dispute handling improvements at KustomHandling disputes effectively is our highest priority.
Dispute feeA guide on how dispute fees at Kustom work.
Settings
General settings in Kustom Portal
Changing bank accountInformation about how to add or update a bank account in Kustom Portal.
Notification settingsEnable notifications ensures you to stay updated on important account activity.
Changing Language in the Kustom PortalWe offer the Kustom Portal in English, Swedish, Finnish, Danish and Norwegian.
Update account and business informationHow to update your account information and business details in the Kustom Portal.
Integrations
Articles relating to the Integrations Page
IntegrationsThe integrations page in Kustom Portal allows you to generate new- and manage current API keys
Kustom API endpoint switch - FAQLearn how to switch from Klarna's API endpoints to Kustom's new endpoints and update your credentials.
Kustom API endpoint switch guideHow to switch your integration from Klarna’s infrastructure to Kustom’s dedicated API endpoints.
Kustom Shipping Assistant (KSA)A comprehensive guide to Kustom Shipping Assistant (KSA): how it displays shipping options, the four parties involved, shipping method components, and step-by-step instructions for setting up profiles and credentials in…