Knowledge base
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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?
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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
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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?
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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?
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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
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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?
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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 ...
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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
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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
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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
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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
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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 (8)
Benji Payments, Bambora, Elavon, Moneris, Stripe, Clover ...
Integrations (PSA & Quotes) (6)
HaloPSA, ConnectWise, Autotask, Dategate, Quoter ...
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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
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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
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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?