Knowledge base
Self-Serve Onboarding (4)
Set up Benji Pays.
Frequently Asked Questions (24)
Answers to common questions.
Transactions
5
-
How do I charge customers in US dollars?
-
My customer gave me their payment details to pay an invoice. How do I manually pay an invoice?
-
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
7
-
Why are my debit card payments being rejected?
-
Understanding ACH Debit Blocks and How to Whitelist Benji Pays
-
Creating and Paying for a Quote in QuoteWerks
Invoicing
13
-
Partial Payment Option for PayNow Payment Links
-
How do I delete invoices?
-
How do I create invoices in Benji Pays?
Auto Processing
5
-
How to enable/disable sending Auto Processing receipts to all email addresses added to invoices in your accounting software
-
How to disable Auto Processing for customers when they are imported from QuickBooks
-
Can my customers turn Auto Processing on/off?
Customer Information
4
-
How do I merge customers?
-
My customer has "(deleted)" at the end of the name, why is that?
-
Customers and the Customer Page
Payment Profiles
8
-
Can I set up the same credit card to two different customer accounts for Bambora gateway?
-
How do I see when a customer's credit card expires?
-
How can I collect my customer's payment information?
Emailing
4
-
Email Send / Open Tracking Feature (beta)
-
How to enable/disable customer's email addresses for receiving receipts for all Auto Processing transactions
-
How to disable customer email addresses imported from your accounting system
Reports (2)
Track activity and performance.
Features (12)
Auto Processing, Invoice Rover, Customer Portal, Surcharging ...
Auto Processing Settings
4
-
Auto Processing and Auto Pay in the Customer Portal
-
Auto Processing and Invoice Skip Settings
-
Auto Processing Setup
Invoice Rover- Automatic email reminders
8
-
Account Summary Reminder
-
Automatically send an email when an invoice is overdue.
-
Automatically send email reminder when invoice is coming due
Customer Portal
19
-
Custom Domain for your Customer Portal
-
Customer Portal SSO via JWT
-
Customer Portal- Locating Your Self-Serve Customer Portal Link
Email Setup, Email Templates and sending emails
7
-
Inviting your team members
-
Email send settings for sending invoices(cc,bcc) and auto processing including attachments
-
Creating Email Templates
Customer Management
4
-
Selecting your default Payment Gateway
-
Customizing Pre-Authorization Agreements
-
Customer Default Gateway Per Currency
Payments (8)
Refunds, Voids, Transactions ...
Payment Gateways (9)
Benji Payments, Bambora, Elavon, Moneris, Stripe, Clover ...
Benji Payments
9
-
How to Apply for a Benji Payments Merchant Account
-
Benji Payments Accounting Transactions Guide
-
Credit Card Cross-Border Fees
PSA & Quoting Integrations (6)
HaloPSA, ConnectWise, Autotask, Dategate, Quoter ...
Troubleshooting (8)
Fix common issues.
Gateways
6
-
Bambora error - "Customer information failed data validation"
-
Bambora- ACH/EFT limits
-
Clover- Turning off Postal Code/Zip Code verification
QuickBooks Web Connector/Syncing data
4
-
Troubleshooting the QuickBooks Web Connector
-
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
-
Accounting Synclogs Report Management
Transactions
8
-
Why are my voids or refunds being declined?
-
Why was my transaction declined?
-
What are card brand max decline rules?