Adding a note to Payment Profiles to tell Payment Profiles apart

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: Login 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 drop down 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.