What is an integrated pay now link?

Our integrated pay now links allow you to send your invoices to your customers by email and include a payment link that is integrated with your merchant account.  You send these emails just as you do now, right from your accounting system, allowing you to keep your current workflow intact.

How do they work?

The video below will show you how the Xero integrated pay now links work in Benji Pays.

How do I set these up?

Setting up your Xero integrated pay now links is easy thanks to our tight integration and partnership with Xero.

Step 1 - Setup your payment gateway connection

The first step is to set up your payment gateway connection in Benji Pays.  Please see our support articles on how to setup your payment gateway connection here.  If you still need to complete this step,  come back here once complete.

Step 2 - Connect your Benji Pays payment service to a Xero Branding Theme

    1. In Benji Pays, navigate to Settings >> Payment Gateway Settings

    2. Scroll down to the bottom of the page until you see the Xero Branding Themes 

1. You can use the drop down list in the Payment Services column on the branding theme you'd like to select the Benji Pays payment service that was created for you when you set up your payment gateway connection.
2. Click Save
3. Repeat the steps 3 and 4 if you would like your Benji Pays links to be used on more than one branding theme.

If you have more than one payment gateway set up in Benji Pays, you will have a payment service set up in Xero for each of your gateways. You will need to have a branding theme set up in Xero for each of your payment gateways.  You can then choose the appropriate gateway in the drop down list in Step 2 for each branding themes.

Your branding theme(s) will now be configured to use your Benji Pays integrated pay now links.  When you send your invoices to your clients, they will now be able to pay online via your Benji Pays integration.

Optional - Setup Manually or re-add a deleted payment Benji Pays payment service in Xero

If you'd like to override the default settings of your payment services, or you need to re-add a payment service in Xero that has been accidentally deleted, you can do the following.

To re-add a payment service 

1. Go to Settings >> Payment Gateway Settings
2. Click the pencil icon to edit the payment gateway you need to re-add to Xero
3. Click Save

Once the page reloads, you should see the payment service in the drop down lists on the Xero Branding Themes list at the bottom of the page.  If you don't, please see below.

To manually add a payment gateway to Xero

If you need to re-add or setup a payment gateway in Xero manually, please follow the steps in the video below.

Steps to follow:

Step 1: In Xero click on company name.

Step: 2: Click on settings.

Step 3: Click on invoice settings.

Step 4: Create new branding theme. If you already have one click options and copy.

Step 5: Name the branding theme. Ex. CAD Pay Now.

Step 6: Click Save.

Step 7: Click on payment services.

Step 8: Select add new payment service.

Step 9: Click Add another online payment option. It is written in small blue letters under the main options above it.

Step 10: Click custom payment URL.

Step 11: Go into Benji Pays. Go to settings>custom payment links. Click copy on payment link you would like to add to your invoices.

Step 12: Name the account. Ex. Benji Pays CAD.

Step 13: Paste in the URL.

Step 14: Enter text for the Pay Now button. Ex. Pay with credit card.

Step 15: Click Save.

Step 16: Click manage themes.

Step 17: Select Benji Pays CAD next to the new branding theme you have created.

Step 18: Click Save.