Processing Payments Through Benji Pays After Sending a Quote via Quoter

1. Create and Send the Quote in Quoter

• Generate the quote in Quoter.

• For a detailed walkthrough, refer to the official support article from Quoter.

• Once ready, send the quote to your customer.

2. Customer Must Accept the Quote

• In order for payment to be processed through Benji Pays, the customer must click “Accept Quote.”

3. Select Payment Method (If Applicable)

• If you offer multiple payment options, the customer must select “Benji Pays” as the payment method.

4. Enter Payment Details

• Once the quote is accepted:

  • The Benji Pays payment screen will appear.

  • The screen will display the available payment method(s) you have enabled (e.g., credit card, ACH/EFT).

  • The customer needs to enter their payment details to proceed.

Note: Benji Pays does not have visibility into quotes or estimates in your accounting software. It only handles payments and invoice pairing.

5. Payment Processing and Holding

• Once payment is submitted:

  • The payment will appear under “Payments to Apply” in Benji Pays.

  • This payment will remain there until an invoice is created in your accounting system for the corresponding quote.

  • After the invoice exists, the payment can be manually paired.

How to Apply the Payment in Benji Pays

1. Navigate to:
   Transactions → Payments to Apply

2. Click “Apply” next to the relevant payment.

3. From the dropdown, select the correct customer and Invoice (matching the one associated with the quote).

4. Click “Apply Payment” to finalize.