What can I do to make sure my customer fills out the Payment Info Request?

Modified on Wed, 27 Dec 2023 at 08:45 AM

Providing credit card and banking details over the internet can be scary for people, we suggest letting your customer know they will be receiving an email and that is from you and can be trusted to increase the chance of them using the form.

You can also customize the email templates used for your card info requests to make them more authentic to your brand.

Customizing an email template used for your card info requests

This article will show you how to create an invoice email template to Payment Info Requests

Step 1: Login to Benji Pays.

Step 2: In the blue menu to the left of the screen click on Settings and then click on Email Templates.

Step 3: Click on the drop down arrow in the "Select a template type" box and select "Payment Information Request Email Templates".

Step 4: Click on the drop down arrow in the "Select a template box" and select "Default Payment Information Request Email Template" and then click "Copy template" button.

Step 5: Rename the template under "Template Name".

Step 6: These Template Tokens are available to use in the subject and body of the template. They will be replaced with the actual data for each email you are sending. This allows you to customize your message to your customer.

Step 7: You can change the Template Email Subject as well as the Template body by clicking in those areas and typing. Once you have filled in the subject and body of the template, click the "Save" button.

Step 8: Click on Payment Profiles in the blue menu to the left of the screen. Scroll down to Payment Info Requests.

Step 9: Click on send new request.

Step 10: Under Request Customer Payment Information choose either New Customer- Not in Quickbooks yet or Customer already in Quickbooks.

Step 11: Fill in all customer information. Select the Payment Request Template you just created.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 12: Click "Send Request Email" button.

Lastly, to improve email deliverability and reduce the chance your Payment Info Requests are sent to a spam folder, make sure the Company Email you have set in Benji Pays on the settings page has been verified. You will see a warning message at the top of the Benji Pays screen if your email needs to be verified, along with a link to re-send the verification email.

To further improve email deliverability, consider having your IT team set up DKIM, more info on DKIM and Benji Pays can be found by following the steps below or by contacting our support team.

Step 1: Click on "Settings" in the blue menu to the left of the screen and then click on "Company Settings".

Step 2: Scroll down to the very bottom of the page where you will find information on DKIM(Domainkeys Identified Mail).