How do I set up a recurring transaction?

Modified on Tue, 18 Jun at 1:43 PM

While there is no feature in Benji Pays to create recurring charges as all payments in Benji Pays are driven off invoices in your accounting system, there is an easy way to create a powerful recurring billing process with Benji Pays and your accounting system.

Step 1: Create a recurring invoice template in your accounting system (QuickBooks Online, Xero), or your CRM or PSA - it doesn't matter how the invoice get's into your accounting system as long as it gets there.

Step 2: Have the invoice automatically recur with a due date set to whichever day of the month you'd like their payment to be processed.

Step 3: If it's a new customer, send a Payment Info Request in Benji Pays to the customer to collect their payment details and get them set up for Auto Processing.

Once that's done, every time the invoice is auto created, Benji Pays will process the payment on the due date of the new invoice. If you ever need to update the amount of the charge, you only need to do this in one place, in your accounting system, and nothing in Benji Pays needs to change.