Copy a payment profile

Modified on Thu, 6 Feb at 5:39 PM


For times when you have two or more customers who share payment info, you can now send one payment information request, or add one profile to one of those customers, and then copy that profile to a second customer.




To copy the profile:


1. Go to the customer where the profile currently exists

2. Click the Clipboard icon 

3. Choose the customer you want to copy the profile to and click next


4. Confirm you want to copy this profile



4. That profile will now be available for the new customer's transactions.


The new profile is a copy of the first one in Benji Pays.  It does not duplicate the card details in your payment gateway, both Benji Pays profiles point to the same card details in your payment gateway.


IMPORTANT: All settings for the payment profile are copied over to the new profile, including auto pay settings. If you need the settings to be different on the second customer, navigate to that new customer and modify the payment profile as needed.

    







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