Customer Portal- Auto Processing settings

This article will show you the steps to setup "Auto Processing" settings for the Customer Portal and explain how these settings functions.

***Please note: You will need to logout of the Customer Portal and Log back in for the settings to take effect when you change any of the Customer Portal settings in Benji Pays.***

See the step by step below or watch this video for a full explanation of these settings.

Step 1: Log in to Benji Pays.

Step 2: Click on "Settings" and select "Customer Portal Settings" from the menu.

Step 3: Scroll down to see the section titled Customer Portal settings. Find the setting "Allow customers to change Auto Pay settings on the Customer Portal." When this setting is turned off, your customers will not be able to change their Auto Pay settings on their payment method. To allow your customers to change their Auto Pay settings toggle this feature on.

This is what the setting looks like when it is off in the Customer Portal. The customer has no ability to toggle auto pay on or off.

Step 4: If you would like to have your customers payment profiles automatically enabled for Auto Processing when customers save a new payment method, toggle this feature on, "auto enable profiles for Auto processing when customers save a new payment method in your Customer Portal."

This is what the feature will look like in the Customer Portal when it is turned on. The payment profile was auto enabled when the new payment method was added to the customer's profile.

Step 5: Find the setting "Allow customers to change Auto Pay settings on Customer Portal." When this is turned on, your customers will have the ability to change their Auto Pay settings on or off. This will allow your customer control over which payment profile they want enabled for Auto Processing.

The "Use this payment method for Auto Pay" box is unchecked in this setting.

Step 6:  Next find the setting titled "Set the use this payment method for Auto Pay" checkbox to be checked by default when your customers are adding new payment methods in your self-serve Customer Portal.

When your customers add a new payment method by default this payment method will be used for Auto Pay unless the customer clicks the box to uncheck it. 

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

You will receive an email like the one below if your customer unchecks the "Use this payment for Auto Pay" check box.

You will receive an email like the one below if your customer does not uncheck the "Use this payment for Auto pay" check box.