Taking a payment that is not linked to an invoice

Modified on Tue, 18 Jun at 1:25 PM


These steps will show you how to take a payment that is not linked to an invoice.




Step 1: Log into Benji Pays.






Step 2: Go to Settings and select "Custom Payment Links".






Step 3: Scroll down the page until you see "Payment Links". Go to "Use this link to request a payment not tied to an invoice". Click on the "Copy" button to the far right of the link.




Note: The payment will be saved in Benji Pays and you will be able to apply that payment under the Transactions > Payments to Apply menu once the invoice is created in your accounting system. 



You will receive an email that the customer paid an invoice and the steps required to link the payment. The customer will also receive a receipt email stating they made a payment.



*See our support article here on "Applying a payment" if you no longer have the email with the steps to apply the payment*



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