Integrate QuoteWerks with Benji Pays

What's New?

The integration with Benji Pays allows you to generate a payment link directly from your QuoteWerks quotes. When your customer receives a quote through QuoteValet, the interactive quote platform that works with QuoteWerks, they can simply click the "Pay Now" button and be directed to a secure payment portal powered by Benji Pays.

How Does It Work?

Setting up Benji Pays in QuoteWerks is straightforward:

First, you'll obtain your Custom Payment Link from Benji Pays. Then, within QuoteWerks, you add this as a new payment option, customizing the display text and settings as needed. When configuring QuoteValet, you'll paste a simple HTML snippet that creates a branded payment button linked to your Benji Pays portal.

Once set up, your customers will see a clear "Make Payment" button on their quote within QuoteValet. Clicking it takes them directly to your Benji Pays page, where they can complete the transaction using their preferred method.

How to Integrate QuoteWerks with Benji Pays:

1. Create a Custom Payment Option in QuoteWerks

1. Go to Setup → Options → Payment.

2. Click Add to create a new payment option.

3. From Payment Type, choose Custom Payment Type 1.

4. Enter a name under Payment Display Text (e.g., “Pay Now”).

5. (Optional) Set any charges, discounts, tax codes, or disable conditions.

6. Click Set Selections as Default, then OK to save.

2. Configure a Payment Gateway

1. Go to Setup → Options → QuoteValet → Payment Processing.

2. Click the orange (N) icon to add a new payment gateway.

3. Select any gateway and click OK.

3. Add Payment Type Instructions

1. On the Payment Processing tab, select Custom 1 from the Payment Type dropdown.
   

2. Copy the sample HTML code from below

   <br><br>
   <a href="https://yourportal.benjiapys.com/portal/pay/CAD/?transactionAmount=[QV_DepositAmount:F=1]&invoiceNumber=[DH_DocNo]&customerName=[DH_SoldToCompany]" target="_blank" class="button"  style="    padding: 10px;
       font-size: 16px;
       width: 400px;
       margin-top: 20px; color: white;
       cursor: pointer;">   
          <center>Make Payment </center>
   </a>
   <br><br>
   <br><br>

   Ensure your portal name is included in the link. (Settings > Custom Payment Links > and pick the "Use the link(s) below to request a payment not tied to an invoice.")
    

3. Paste the HTML into the Payment Type Instructions box.
   If you are an American merchant, instead of CAD, it should be USD.
   
   

4. Click OK to save.

Test a Payment

1. Create a quote with products and a customer.

2. Click the Deliver icon and select a layout.

3. Upload to QuoteValet and preview.

4. From the customer's view, choose the payment option, agree to the terms, and sign.

5. On the acceptance page, click Pay Now, which takes you to the Benji Pays page to complete payment.

6. Now the payment has taken place, but the final step is to link the payment to an invoice in Benji Pays. (Transactions > Apply Payment > Find the Payment > Click Apply)

For a detailed, step-by-step guide on how to create and pay for a quote, click the following link.

Error Message

If you receive the message above, navigate to Benji Pays > Settings > Customer Portal Settings > Scroll down to Portal and Pay Now link settings > Uncheck the option "Do not allow payments to be made if the invoice is not found in the system".