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Frequently Asked Questions (24)

Answers to common questions.

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Benji Pays Support
Self-Serve Onboarding
Reports
Features
Payments
Payment Gateways
PSA & Quoting Integrations
Troubleshooting

How do I charge customers in US dollars?
My customer gave me their payment details to pay an invoice. How do I manually pay an invoice?
I have a client who paid using an alternate method. He wired funds to our bank account. How do I mark him as paid?

Payment methods 7

Why are my debit card payments being rejected?
Understanding ACH Debit Blocks and How to Whitelist Benji Pays
Creating and Paying for a Quote in QuoteWerks

Invoice Rover 2

If I manually send account summary emails or use Invoice Rover to send account summary emails to all customers. Will a customer with no open invoices also receive an account summary email ?
Can I bulk select customers to not be included in an Invoice Rover rule?

Partial Payment Option for PayNow Payment Links
How do I delete invoices?
How do I create invoices in Benji Pays?

When refunding a transaction does our account get refunded the Payment Gateway fees?

Company Settings 2

Parent/Child Customer Organization for QuickBooks Online and Desktop
How to I change my company logo?

Customer Portal 2

Customer is having trouble logging into the Customer Portal
How do I send my customer an enrollment link to my Customer Portal?

Email Delivery (DKIM) 2

Emails being rejected or not received even with DKIM setup
What is DKIM?

HaloPSA shows an invoice as Paid even though the ACH/EFT was Declined/Returned (QuickBooks Online)
Why are my HaloPSA and QuickBooks Online invoice amounts not matching?

How do I stop receiving Auto Processing emails of reports and other notifications?

Filtering/Sorting information 2

Updating Customer Email Options in Bulk
How do I filter or sort the information in Benji Pays?

Accounts- Banking, surcharging etc. 2

How do I change my Clearing or Bank account for EFT/ACH payments?
Changing the Account for Applying Surcharges in Your Accounting Software

Reconciliation 2

Worldline - Bambora Reconciliation
Helcim reconciliation

Auto Processing 5

How to enable/disable sending Auto Processing receipts to all email addresses added to invoices in your accounting software
How to disable Auto Processing for customers when they are imported from QuickBooks
Can my customers turn Auto Processing on/off?

Payment Info Requests 2

Can we set up a custom payment URL that does not include the Benji Pays domain?
Can I send a payment information request along with the invoice, or should these be sent separately?

Customer Information 4

How do I merge customers?
My customer has "(deleted)" at the end of the name, why is that?
Customers and the Customer Page

Payment Profiles 8

Can I set up the same credit card to two different customer accounts for Bambora gateway?
How do I see when a customer's credit card expires?
How can I collect my customer's payment information?

Accounting software- QuickBooks Desktop, QuickBooks Online and Xero 2

Custom invoice PDF for QuickBooks Desktop
I do not use QuickBooks Online, QuickBooks Desktop or Xero. How do I see my invoices?

Web Connector 1

Does the Web Connector file only work with the same user on Windows?

Why does the Credits column have "No" in the column when I created a credit memo for this customer?

Email Send / Open Tracking Feature (beta)
How to enable/disable customer's email addresses for receiving receipts for all Auto Processing transactions
How to disable customer email addresses imported from your accounting system

Billing Details 2

Billing Details- Choose billing details or update your billing information
Billing History

Customer Settings 8

How do I add an email to a customer profile?
How to add a phone number to a customer's profile
How to automatically apply credit memos to the customer's settings(During Auto processing only)

Multifactor Authentication 1

Setting Up Multi-Factor Authentication (MFA) / Two-Factor Authentication

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