Customers and the Customer Page

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

Once you have completed the accounting software authorization and finished completing your settings, you will need to map each of your accounting system customers that you want to have Benji Pays process to their card profile in your payment gateway.


In Benji Pays, go to the Customers menu. Here you will see a list of all your customers from your accounting system. As customers are added, deleted and edited in your accounting system, they will automatically show up in this list within a few minutes (for QuickBooks Desktop, they will show up after the next synchronization by the Intuit Web Connector). You can also click the Re-Sync customers button to refresh from your accounting system whenever you need.

You can click on any Customer's Name to be taken to their Customer Profile in Benji Pays. Here you can view invoices, manage their payment profiles, view transaction history and more.

Customer Instalment Plans Icon

You can click on the Gear Icon to access that customer's settings to manage email addresses and other settings for each of your customers. Email addresses will be imported with your customer data from your accounting system also.

Customer Settings Icon

You can click on the Clock Icon to view that customer's transaction history by invoice.

Customer History Icon

You can click on the Card Icon to view and create instalment plans for that customer.

Customer Instalment Plans Icon

From this screen you can also perform bulk actions like sending out card information request, or enabling and disabling customers for your Auto Processing. To do this, select one or more customers by clicking the checkboxes on each line, and then click "Bulk Actions" and choose your selected action to perform.

Bulk Actions

The Customer Page

The customer page provides an overview of your customers invoices, transactions and payment profiles. You can add and update emails and other settings, take a deposit payment, enable or disable their Auto Processing and manage all their payment profiles, instalment plans and anything else to do with your customer in Benji Pays right from this one page.

You will also see summary cards on this profile showing the total number of approved and declined transactions, as well as the total you have collected from this customer via Benji Pays.

Hover over the icons in the tables for a hint at what each one does.

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