Customizing "Pay Now" and "Card Info Request" Link Settings

This support article is all about how to adjust various settings related to payment and transaction processing in a straightforward way. 

Step 1: Access Your Benji Pays Account

Begin by logging into your Benji Pays account.

Step 2: Navigating to Settings

Within the blue menu on the left-hand side of the screen, select "Settings." From there, navigate to "Customer Portal Settings."

Step 3: Managing Portal and Pay Now Link Settings

At the top of the page you will find the section labeled "Portal and Pay Now link settings." Directly below, you'll see your "Pre Authorization Agreements". If desired, you have the option to customize this message for your customers.

You can choose to set your Authorization agreements to English or French by clicking on the English or French button located in the blue banner. Click "Save English/French pre authorization agreement" to save your language selection.

Step 4: Enabling or Disabling Portal Access

Toggle the switch labeled " Auto enable profiles for Auto Processing when customers save a new payment profile using Payment Info Request or Pay Now links". This will automatically enable auto processing for the profile when the customer fills in the Payment info Request or Pay Now Links.

Step 5: Providing Payment Information Flexibility

Toggle the switch "Customers must save payment information when using a new card or bank account while paying an invoice with the Pay Now links." When turned off, customers are given the choice to save their card and bank account details. Note: For Installment Plan invoices, you'll still need to save your information on file.

Step 6: Controlling Payment Information Saving

Toggle the switch "Disable payment information saving on Pay Now links." When activated, customers won't be prompted to save payment information. However, Installment Plan invoices will still require payment information to be saved.

Step 7: Ensuring Transaction Amount Alignment

Toggle the switch "Require transaction amount on pay now invoice links to match the invoice's total." In case of mismatches, this ensures that customers receive an error message. This setting is applicable in CRM and PSA Systems, as well as other systems aside from your accounting system.

To use this feature in your PSA, ERP, CRM, or other system, ensure the system adds '&transactionAmount=xx.xx' (replace xx.xx with the invoice total) at the end of the payment link. This integration ensures the link works seamlessly with this setting enabled. If you're unsure how to proceed, our support team is here to assist at support@benjipays.com.

Please note that this setting isn't compatible with Quickbooks Online email templates due to their lack of an automated method for incorporating invoice amounts.