Configure Company Settings

This page is required to review and configure before you can begin using the Benji Pays platform.

Important: If you make any changes, be sure to save the settings in each section you’ve updated.

Sign in to Benji Pays > Click Settings > and choose Company Settings

Fill in the company information as shown below: 

If you plan to use Auto Processing, there are two ways to exclude specific invoices by using either the Memo Field (QuickBooks only) or Payment Terms (referred to as Branding Theme in Xero) to prevent them from being auto-processed. You can also select the date from which auto-processing will begin automating payments for invoices based on their invoice date.

Benji Pays offers to skip auto-processing based on the amount, as shown below.

This setting is optional and allows you to choose whether to skip applying a surcharge based on the transaction amount.

We recommend having all three settings enabled by default. These settings ensure that when you create a new customer in your accounting system, their data syncs with Benji Pays. This includes enabling customer-level auto-processing, importing their email address, and allowing them to be subject to surcharges on future invoices.

This section allows you to set default CC and BCC recipients for invoices and receipts sent from Benji Pays. Any email addresses added here will automatically be included when sending, but can be removed before the email is sent.

These settings control whether email addresses entered on invoices in QuickBooks Online (including To, CC, and BCC) are shown, selectable, and used when sending invoices or receipts from Benji Pays. They also determine whether those same QuickBooks invoice email addresses receive receipt emails automatically during Auto Processing.

Invoice Rover is Benji Pays’ automated invoice reminder system inside Benji Pays. When enabled, notifications will be sent to the email addresses listed on the parent profile in addition to the invoice customer. When disabled, notifications will only be sent to the email address(es) on the individual invoice customer.

The default language setting is English.

If you plan to use our Auto Processing feature, we recommend carefully reviewing all the information shown in the screenshot below. For step-by-step instructions on how to set it up, please click the link.

The system provides the option to modify the scheduled time for auto-processing.

Please review the following settings and enable or disable them based on your company's specific requirements.

If you prefer to send emails through your own email provider instead of Benji’s default AWS service, enter your SMTP server details by clicking Configure your SMTP settings. Add your SMTP server URL, port, username, and password provided by your email host, enable SMTP, then send a test email to confirm it’s working before saving.

If you are not using your own SMTP service, you will need to add the required DNS records to your domain to enable email authentication. Generate the records shown on the page, add them to your domain’s DNS settings with your domain provider, and allow up to 72 hours for them to propagate. This ensures emails sent from Benji Pays on your behalf are properly authenticated and less likely to be marked as spam.

There are 5 DNS records that need to be added to your domain provider, and here's why each is important:

CNAME Records (DKIM):

What is their purpose?

These are DKIM records. When BenjiPays sends emails on your behalf, each message is cryptographically signed. The DKIM records publish a public key that lets the recipient's email system verify the signature, confirming the message came from you and wasn't altered in transit.

What does DKIM stand for?

DKIM stands for DomainKeys Identified Mail. It's an email authentication standard that uses cryptographic signatures to help verify the sender and protect messages from tampering.

Why are there 3 of them?

To enhance security, DKIM keys are periodically rotated. Having three CNAME records allows for a seamless transition between keys without disruption in email delivery.

TXT Record (SPF):

What is its purpose?

The SPF record authorizes Amazon SES, the service BenjiPays uses, to send emails on your domain's behalf. It tells email providers that these emails are legitimate, helping prevent spoofing and improving deliverability.

What does SPF stand for?

SPF stands for Sender Policy Framework. It is an email security protocol used to specify which servers are allowed to send emails for a domain.

Why does it refer to 'billingbp'?

Emails are sent using a subdomain called 'billingbp' as the “MAIL FROM” domain. This is a technical sender address that handles things like bounces and complaints. It works behind the scenes and plays a key role in authentication.

Will recipients be confused by this?

No, your recipients will still see your main domain in the “From” and “Reply-To” fields, just like in any normal email. The 'billingbp' subdomain is only used behind the scenes and isn't visible to them.

MX Record:

What is its purpose?

This MX (Mail Exchange) record allows Amazon SES to handle email feedback, such as bounce and complaint notifications, for the 'billingbp' subdomain.

Why is feedback handling important?

When an email can't be delivered or is marked as spam, Amazon SES uses this subdomain to receive that feedback. This helps maintain your domain's email reputation and ensures better deliverability over time.

Will this affect my regular email setup?

No, this MX record applies only to the 'billingbp' subdomain, which is used exclusively for system-level email handling. It does not impact your regular email accounts, inboxes, or how you send and receive everyday emails.