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

There are four types of Payment Info Requests you can send. Choose the one that matches your customer and the payment information you need to collect. 
The four options are a request for a new customer, a new profile for an existing customer, an update to an existing profile, and a generic link you can share yourself.

1. New customer not yet in your accounting system

Use this request when the customer has not yet been entered in your accounting system. Their payment information is stored in Benji Pays, and you can link it to their accounting record after you add them there.

Step 1: Log in to Benji Pays.

Step 2: Select Payment Profiles from the blue menu on the left, then select Payment Info Requests.

Step 3: Select New customer—Not in QuickBooks yet, then click Send Request Email.

2. Customer already in your accounting system

Use this request when the customer is in your accounting system but does not yet have a Payment Profile in Benji Pays, or when you want to collect an additional payment method. When the customer submits their information, Benji Pays creates a new profile that is ready to process their invoices.

Follow Steps 1 and 2 above. Then select Customer already in QuickBooks—Select below and click Send Request Email.

3. Update an existing Payment Profile

Use this request when a customer already has a Benji Pays Payment Profile and needs to update a credit card or banking details. Select the customer and the Payment Profile to update. When the customer submits the form, the profile is updated and enabled automatically.

Follow Steps 1 and 2 above. Then select Customer already in QuickBooks—Select below, choose the existing profile to update, and click Send Request Email.

4. Generic Payment Info Request link

Use a generic link when you want to copy a request into an email, email signature, text message, or website instead of sending it from within Benji Pays. This works like the request for a customer already in your accounting system.

Follow Steps 1 and 2 above. Then click Copy beside the generic request link and paste it where you want to share it.