What are the different types of Payment Info Requests I can send?

There are four types of Card Requests you can send.

1. A new customer that is not yet entered in your accounting system. When your customer fills out this type of payment request, their payment information is stored and you are able to link this information to their record in your accounting system once you have entered their information there.

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 " Payment Info Requests".

Step 3: Click on New customer-Not in Quickbooks yet and then click "Send Request Email" button.

2. A customer already in your accounting system that you do not have a Payment Profile for in Benji Pays yet, or that you want to collect additional payment information for. When your customer enters their information, a new Benji Pays profile is automatically created and is ready to process your customer's invoices.

Follow Steps 1 and 2 above and then proceed with step 3 below.

Step 3: Click on Customer already in QuickBooks-Select below and then click "Send Request Email" button. 

3. A customer where you have a Benji Pays profile that needs to be updated with a new credit card or banking details. For these, select your customer in the list, then select the Payment Profile you would like to have updated. When your customer fills out the form, the profile will be updated and enabled automatically.

Follow Steps 1 and 2 above and then proceed with step 3 below.

Step 3: Click on Customer already in QuickBooks-Select below and then click "Send Request Email" button. 

4. A generic card request link you copy and send via email or put on a website. These links act just like number 2 above, except you do not send them from within Benji Pays. You can copy these from the top of the page in Benji Pays by following the steps below:

Follow Steps 1 and 2 above and then proceed with step 3 below.

Step 3: Click the "Copy" button beside the link and then paste this link in an email, your email signature, a text message or a link website.