Knowledge base
Transactions
5
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How do I charge customers in US dollars?
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My customer gave me their payment details to pay an invoice. How do I manually pay an invoice?
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I have a client who paid using an alternate method. He wired funds to our bank account. How do I mark him as paid?
Payment methods
8
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Why are my debit card payments being rejected?
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Understanding ACH Debit Blocks and How to Whitelist Benji Pays
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Creating and Paying for a Quote in QuoteWerks
Invoicing
13
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Partial Payment Option for PayNow Payment Links
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How do I delete invoices?
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How do I create invoices in Benji Pays?
Auto Processing
6
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How to enable/disable sending Auto Processing receipts to all email addresses added to invoices in your accounting software
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How to disable Auto Processing for customers when they are imported from QuickBooks
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Can my customers turn Auto Processing on/off?
Customer Information
4
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How do I merge customers?
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My customer has "(deleted)" at the end of the name, why is that?
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Customers and the Customer Page
Payment Profiles
8
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Can I set up the same credit card to two different customer accounts for Bambora gateway?
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How do I see when a customer's credit card expires?
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How can I collect my customer's payment information?
Emailing
4
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Email Send / Open Tracking Feature (beta)
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How to enable/disable customer's email addresses for receiving receipts for all Auto Processing transactions
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How to disable customer email addresses imported from your accounting system
Features (13)
Auto Processing, Invoice Rover, Customer Portal, Surcharging ...
Auto Processing Settings
5
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Auto Processing and Auto Pay in the Customer Portal
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Auto Processing and Invoice Skip Settings
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Auto Processing Setup
Invoice Rover- Automatic email reminders
7
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Account Summary Reminder
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Automatically send an email when an invoice is overdue.
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Automatically send email reminder when invoice is coming due
Customer Portal
19
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Custom Domain for your Customer Portal
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Customer Portal SSO via JWT
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Customer Portal- Locating Your Self-Serve Customer Portal Link
Email Setup, Email Templates and sending emails
8
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Inviting your team members
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Email send settings for sending invoices(cc,bcc) and auto processing including attachments
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Creating Email Templates
Pay Now Links
7
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Require transaction amount on pay now invoice links to match the invoice's total
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Disable saving Payment Information on Pay Now links
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Save customer's payment information when they pay an invoice using the Pay Now link
Payments (7)
Refunds, Voids, Transactions ...
Payment Gateways (9)
Benji Payments, Bambora, Elavon, Moneris, Stripe, Clover ...
Integrations (PSA & Quotes) (6)
HaloPSA, ConnectWise, Autotask, Dategate, Quoter ...
Gateways
6
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Bambora error - "Customer information failed data validation"
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Bambora- ACH/EFT limits
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Clover- Turning off Postal Code/Zip Code verification
QuickBooks Web Connector/Syncing data
4
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Troubleshooting the QuickBooks Web Connector
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The application trying to connect to QuickBooks does not support QuickBooks Pro. Please contact the manufacturer of your application for a version that does support QuickBooks Pro/Enterprise etc
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Accounting Synclogs Report Management
Transactions
8
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Why are my voids or refunds being declined?
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Why was my transaction declined?
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What are card brand max decline rules?