Adding a note to Payment Profiles to tell Payment Profiles apart

Modified on Tue, 18 Jun at 12:34 PM


When adding Payment Profiles, you can now add a note to tell your Payment Profiles apart and see what each Payment Profile is used for.




Step 1: Log in to Benji Pays.








Step 2: Select "Customers" in the menu to the left and select the customer's name that you wish to add a note to their payment profile.











Step 3: Click on "Payment Profiles".











Step 4: Click on the pencil icon to edit the Payment Profile.











If you are adding a new Payment Profile and want to add a note, follow the steps below:





Step 1: Select "Payment Profiles" from the side menu and click on "Payment Profiles" in the  menu.









Step 2: Click on "Add Profile" and choose the Payment Gateway for the profile.









Step 3: Add your note and click "Save".









Below is an example of what your note will look like when selecting a Payment Profile to use.







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