Updating Customer Email Options in Bulk

Modified on Wed, 30 Jul at 3:05 PM

Benji Pays now supports bulk updating of customer email options directly from the Customers table. This feature streamlines administration for users managing a large customer base.


What’s New?

From the Customers table, you can now select multiple customers and update:

  • Whether they receive Auto Processing Receipts

  • Portal Access status for each of the customer's associated emails

This eliminates the need to configure each customer individually.


How to Use the Feature

  • Select Customers
    From the Customers page, check the customers you want to update.

  • Click "Batch Actions" → Update Customer Email Options
    Choose the new feature from the dropdown.


  • Choose Settings
    For each option, select:

    • No Change

    • Enable

    • Disable


  • Apply Updates
    Click to update. If any customer is missing an email (required for portal access), that row will be flagged.


⚠️ Additional Notes

  • If no customers are selected when you open the action, an error message will alert you to select customers first.


Need Help?

If you have any questions or run into issues using this feature, feel free to contact our support team for assistance.

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