Customer Portal setup and configuration

Modified on Thu, 07 Dec 2023 at 09:24 AM

This guide will walk you through the process of activating your Customer Portal and selecting the features you'd like your customers to access. Additionally, you'll learn how to customize the colors of your portal and add text or URL links.


Please follow the instructions or watch the video at the bottom of the page:




Step 1: Log in to Benji Pays.








Step 2: Access Customer Portal Settings: In the blue menu to the left of the screen, click on `Settings` and then click on "Customer Portal Settings".











Step 3: Enable Access: Scroll down to "Self-Serve portal settings". Click on "Enable Access to your self-serve customer portal" to grant your customers access.









Step 4: Payment Profiles: Toggle on/off the "Allow customers to delete all payment profiles" in the customer portal if you want to give access to your customers to allow them to delete their payment profiles.








Step 5: Auto Pay Settings: Toggle on/off the "Allow customers to change Auto Pay settings" in the customer portal. When this is turned on customers will be able to change their autopay settings of their payment methods.









Step 6: Use this Method for Auto Pay: Set the "Use this payment for Auto Pay" checkbox to be checked by default when your customers are adding a new payment method in your self-serve Customer Portal. This means that the customer's new payment method that they add to the Customer Portal will be used for Auto Pay by default.


Please note: Your customers will still have the option to uncheck or check this checkbox. This setting only affects the default setting of the checkbox.













Step 7: Schedule Payments: Toggle on/off the "Allow customers to schedule payments" in the customer portal. Your customers will be able to schedule payment amounts and dates for their convenience.







Step 8: Email Management: Toggle on/off the "Allow customers to manage their email addresses" in the customer portal.





 





Step 9: Customer Portal Link- Include a link to the Customer Portal in all emails sent to my customers. This feature will add the link to all email correspondence to your customers. If your customers lose the link for the Customer Portal they can find that link in their email.







Step 10:  Address Management: Toggle on/off the "Allow customers to manage their address" in the customer portal. With this feature turned on, your customers can add, delete or edit their address.

 









Step 11: Invoice Visibility: Toggle on/off  "In the customer portal, only show invoices with an invoice date on or before the current date".









Step 12: Portal Theme: Scroll down to the page until you see Self-Serve portal theme. Here you can choose a color for your Self-Serve Customer Portal. Click the 'Save' button once you choose the color of your customer portal.








Step 13: Additional Links: Scroll down to the "Self-serve portal theme" where you can add a link to another website that your customers can access from the self-serve portal. For example, you could add a link to your PSA, company website or a link to a customer satisfaction survey. Add your text or URL to the Customer Portal Link window. Click "Open in new window" if you want the text or link to open in a new window and then click "Save".




Note: The due date of the invoice has no effect on this setting. Invoices with scheduled payments or installment plans will still show in the scheduled transaction tab. This setting helps keep future invoices, which may still be under revision, hidden from the customer's view.


This will allow you to keep future invoices that you may still be updating from being seen by the customer in the Customer Portal.


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