Save customer's payment information when they pay an invoice using the Pay Now link

Modified on Tue, 18 Jun at 12:12 PM


Follow the steps below to have your customer's payment information saved automatically when they pay an invoice using the Pay Now link.


Step 1: Log into Benji Pays.




Step 2: Click on "Settings>Customer Portal Settings".




Step 3: Scroll down to "Portal and Pay Now link settings" and enable " Customer must save payment information when using a new card or bank account while paying an invoice with the Pay Now links. When off, saving cards and bank accounts information is optional for your customer, installment plan invoices will still require payment information to be saved on file". Click "Save Portal Settings".



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