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:
Auto Processing Setting: The global switch for Auto Processing must be enabled in the settings of Benji Pays.
Navigate to Settings > Company Settings > Scroll down to 'Auto Processing Settings' > toggle on 'Auto Processing Enabled'. 
1. Enabling Auto Processing at the Customer Level: Auto Processing must also be enabled at the customer level, ensuring that each customer has the feature activated.
Navigate to Customers > Select a customer > You can toggle ON and OFF Auto Processing.
Note: To check which customers have Auto Processing enabled or disabled, navigate to the Customers section. In the customer table, refer to the Auto Processing column, where a checkmark (✔) indicates it is enabled, and an X (❌) indicates it is disabled.
By default, Auto Processing is set to ON for all customers.
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.
Customers > Select Customer > scroll down to Payment Profile > toggle On for auto processing.
By meeting these criteria, you can leverage Auto Processing to streamline your payment workflows, reduce manual intervention, and maintain a healthy cash flow.
If you want to know which invoices will Auto Process, please visit this article Click here!
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article