Invoice Payment Processing Setup

Modified on Wed, 15 Nov 2023 at 09:11 AM

How to get your invoice payment processing setup on Benji Pays.

Step 1: Login to Benji Pays. 

Step 2: Click on "Settings" in the blue menu to the left of the screen. Next click on "Company Settings". 

Step 3: Click on "Setup QuickBooks Connection" to connect your accounting software.

Step 4: Click on "Connect to QuickBooks".

Step 5: Select your company from QuickBooks in the drop down menu. and click "Next".

Step 6: Click on the "Connect" button.

Step 7: Setup your payment Gateway(s) Payment Gateway Settings.

Step 8: Complete your billing details and enter your payment information for Benji Pays.

Step 9: Setup your customer portal and upload your logo Portal Settings.

Step 10: Complete filling out all of your settings.

Step 11: Create accounts for your team members and set their permissions - Manage Users.

Step 12: Enable Auto Processing in your settings.

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