What happens when I send my customer a Payment Info Request?

When you send a Payment Info Request, your customer receives an email with a secure, unique, one time use link that allows them to submit their payment information to you. The steps are as follows:

1. You send a Payment Info Request.

2. Your customer receives a branded email with a secure link.

3. They click the link and are prompted to enter their credit card or banking information.

4. Their payment information is sent securely to your Payment Gateway and a profile is created (or updated) in Benji Pays. Their invoices will now be processed on the next Auto Processing run if their customer record is enabled for Auto Processing.

5. You are able to see the status of the Payment Info Request you sent, including a history of every time your customer has clicked on the link.

Below are the steps to send a Payment Info Request:

Step 1: Log in to Benji Pays.

Step 2: Click on "Payment Profiles" in the blue menu to the left of the screen. Next click on          "Payment Info Requests".

Step 3: Click on "Send New Request".

Step 4: Under Request Customer Payment Information choose either New Customer-Not in    Quickbooks yet or Customer already in Quickbooks.

Step 5: Fill in all customer information and please be sure to add customer name at the very      bottom in the box Message to customer so that the message is tailored to that specific customer.

Step 6: Click "Send Request Email".