Our Manual processing features allows you to process a payment and still take advantage of our integration with your accounting system at any time.
The Invoices page will show you a live list of current outstanding invoices in your accounting system. From here you can view a PDF of the invoice, send the invoice to your customer, send out batch invoice emails, setup installment plans, and process a payment.
Business Central: only posted sales invoices are listed and can be paid. If you see "The following invoice(s) have not been posted in Business Central yet. Please post them before attempting to collect payment", post the invoice in Business Central first. Payments are recorded as Cash Receipt Journal lines.
Follow the steps below to manually pay an invoice:
Step 1: Log into Benji Pays.
Step 2: Click on "Invoices" in the blue menu to the left hand side of the screen.
Step 3: Click on the "Pay" button.
Step 4: Click on either "Existing Payment Profile" or click on "Enter a New Payment Method" and then click "Process Payment" button.
Step 5: Check to see the result of the payment and then click "Close" button.
- You can enter any amount for the transaction as long as it's greater than $0 and not more than the outstanding balance for the invoice, which is displayed on the Processing Window. This allows you to make a partial invoice payment.
- When you click process, Benji Pays attempts the transaction, if successful, your customer optionally receives an email receipt and copy of their invoice, and the payment is recorded in your accounting system.
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