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Delaying invoice syncing to Benji Pays and from automatic emailing (Invoice Rover)
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How to allow both Datto/Autotask and QuickBooks payment links to be available to use at the same time?
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Can I invoice a customer on a specific day when Auto Processing?
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What payment methods are accepted?
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EFT/ACH Registration
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How do I delete a customer's payment profile?
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Why didn't Auto Processing run for a customer that had all 3 conditions met for Auto Processing?
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If I enable Auto Processing for a customer, will invoices be auto paid?
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Can my customers turn Auto Processing on/off?
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What's the difference between Customers and Payment Profiles?
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Customers and the Customer Page
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My customer has "(deleted)" at the end of the name, why is that?
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Why do Payment Profiles get disabled "Due to error"?
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How can I find out why my customer's credit card is disabled?
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What should I do when a credit card shows error disabled?
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Can I cancel an EFT/ACH transaction?
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Invoice was paid and the deleted in QuickBooks online. How do I void the invoice in Benji Pays?
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What happens if I get a returned transaction from Bambora?
Setup and Configuration (16)
Get help setting up your Benji Pays account and configuring it.
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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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How to send a Payment Info Request?
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Sending Payment Info Requests in bulk
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What are the different types of Payment Info Requests I can send?
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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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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?