What's the difference between Customers and Payment Profiles?

Modified on Fri, 08 Sep 2023 at 01:09 PM

What's the difference between a customer and a payment profile?

Customers can have zero, one, or many payment profiles. A payment profile is a credit card that is linked to one of your accounting customers in Benji Pays.

Payment Profiles can be managed on each customer's page by clicking their name in on the customer page or the customer side navigation, or under Payment Profiles menu, payment profiles can also be enabled or disabled, updated and edited under the Actions column as seen in the screenshot below.

Click here for adding a new payment profile.

You have fine grained control over how a customers invoices are processed, and whether or not a credit card (payment profile) is enabled or disabled or disabled for Auto Processing.

The screenshot below shows the toggle button for enabling and disabling a payment profile.

If a customer has their Auto Processing disabled in their customer settings, then Benji Pays will skip all their invoices when processing your payments. You will not see these in your daily reports.

If a customer has their Auto Processing enabled in their customer settings, then Benji Pays will process their invoices, and will use any payment profiles for the customer that are enabled for Auto Processing.

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