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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?
Setup and Configuration (16)
Get help setting up your Benji Pays account and configuring it.
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Benji Payments Account Setup Guide - Xero
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Benji Payments Gateway Account Setup Guide - QuickBooks Desktop
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Benji Payments Gateway Account Setup Guide - QuickBooks Online
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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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QuickBooks Desktop Connection (Web Connector)
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QuickBooks Online connection
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QuickBooks Synchronization Settings
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Add a custom button to Halo on the Client record to link back to Benji Pays
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ConnectWise PSA Invoice PDF Integration
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Datagate Integration
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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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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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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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Generic Payment Info Request links
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How to send a Payment Info Request?
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Sending Payment Info Requests in bulk
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Adding a note to Payment Profiles to tell Payment Profiles apart
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Copy a payment profile
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Maximum number of cards reached error with Worldline / Bambora Gateway connection
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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?