Auto Processing Setup

Modified on Mon, 10 Jun at 12:22 PM


Auto Processing, a feature offered by Benji Pays, streamlines invoice management by automating the processing of payments from customers. To ensure Auto Processing runs smoothly, three key factors need to be enabled:


1: Auto Processing Setting: The main switch for Auto Processing must be enabled in the settings of Benji Pays.


Note: Auto Processing must also be enabled at the customer level, ensuring that each customer has the feature activated.


2: Invoice Due Date: For Auto Processing to initiate, the due date of the invoice must be met. Once the due date arrives, the system automatically processes the payment according to the configured settings.


3: Enabled Payment Profile: A valid and enabled payment profile must be saved for each customer. This profile includes the customer's preferred payment method and ensures that funds can be successfully transferred when the invoice is processed.


By meeting these criteria, you can leverage Auto Processing to streamline your payment workflows, reduce manual intervention, and maintain a healthy cash flow.




Click on Steps for setting up Auto Processing and open the link to check off the steps for setup.

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