TABLE OF CONTENTS

• New Customers
• Existing Customers
• Customer Emails and Settings
• A few things to note

New Customers

Step 1: Log in to Benji Pays

Step 2: Click on Payment Profiles in the blue menu to the left of the screen.

Step 3: Click Add profile.

Step 4: Add all of the customers information and click Save.

*If you do not have all of the customer's information, you will need to send a Payment Info Request*

Existing Customers

For any customers that you already have a profile setup for in your payment gateway, you will need to link their gateway profile to their accounting customer record in Benji Pays.

Moneris, Bambora, Elavon and Global Payments: Once your gateway is configured in Benji Pays you will see an option to Upload Profiles for your Gateway under the Settings menu in Benji Pays. Follow the instructions on that page..

Stripe: When creating a new payment profile, you will have the option of using an existing Stripe payment profile that is stored in Stripe. Select this option and then select the customer and the card you'd like to use.

Customer Emails and Settings

You can add and manage your customers' emails under the Customers menu. Here you can also configure their processing settings, disable them in Benji Pays and manage their Card Payment Profiles.

A few things to note:

1. Email addresses are optional, we suggest entering at least one as this will enable Benji Pays to email your customer credit card receipts. Email addresses can be added to the customer under the Customers menu.

2. Benji Pays will only charge a customer's card once the invoice is due in your accounting system. You can also set the Delay Days to further delay charging their card, the system will wait the number of days you specify past the invoice due date to process the payment. This setting is set on each customer profile under the Customers menu.

3. You can enable Benji Pays to process any credit memos in your accounting system. If this setting is enabled, Benji Pays will first process any credit memos against outstanding invoices, and then if there is a remaining balance on the invoice, their card will be processed for the remaining balance. This setting is set on each customer profile under the Customers menu, and can be turned off globally in your Benji Pays Company Settings.

4. You can disable a customer profile to stop Benji Pays from processing payments on their invoices. To re-enable the customer profile, simply edit their profile on the Customers menu. You can also disable individual cards for a customer under the Payment Profiles menu, this allows you to have multiple cards for a customer where perhaps one is enabled and one is disabled temporarily.

5. You can have as many Payment Profiles and different credit cards as you like associated to one of your customers by creating multiple Payment Profiles for them. Choose the Priority for each profile and Benji Pays will attempt the cards in the order of priority. If the first card declines, the second card is automatically attempted, and so on.