How to send a Payment Info Request?

Payment Info Requests offer a secure, compliant alternative to the traditional ways we have been using to collect our customers' credit card or banking details in the past - namely PDF forms, email, text and phone calls. 

Using our Payment Info Request feature means you never receive your customers' credit card or banking details directly, and improves your PCI compliance. This increases the security of your customers' payment information and reduces your risk and liability of having credit card numbers in emails, paper files and sticky notes around your office.

Please follow the steps below to send a Payment Info Request to new and existing customers:

Step 1: Log in to Benji Pays.

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

Step 3: Click on Send New Request.

Step 4: You can send this request to new or existing customers. Under "Request Customer Payment Information" choose either New Customer-Not in QuickBooks yet or Customer already in QuickBooks.  For a new customer just enter all of the customer's details, customize the message to the customer and click "Send Email Request". For an existing customer, you will be able to select the customer's information from a drop down menu.

Step 5: Click "Send Request Email".

Sending Payment Info Requests in bulk

To send Payment Info Requests to numerous customers at once, follow the steps below:

Step 1: Click on "Customers".

Step 2: Scroll to the bottom of the page and select up to 200 to show up to 200 customers per page. 

Note: you'll need to select all the customers you wish to send Payment Info Requests to, page by page. Start by selecting all customers on the first page, then click on "Batch Actions > Send Payment Info Requests." Repeat this process for each subsequent page of customers.

Step 3: Click the check box in front of the column titled "Name" to select all of your customers per page or check the box in front of the customer name for only the customers you wish to send a Payment Info Request to.

Step 4: Click on Batch Actions and select Send Payment Info Request.

Step 5: Select the Payment Gateway to create profiles in. Next, select the template you wish to use from the dop down menu. If you did not create any new Payment Info Request templates, you will only see the default template listed. Click on "Send Payment Info Requests."

The window will display the requests that have been sent, along with the email addresses to which they were sent. To close the window, simply click the "Close" button.