We store the following from your accounting system:
We require that you connect your BENJI PAYS account to your QuickBooks Online company in order for us to process payments for your QuickBooks invoices.
To connect, re-connect or change the company you are connected to, follow the steps below.
Warning, if you connect to a new company, your customer profiles will be deleted and you'll need to remap your QuickBooks customers to their credit cards.
We require that you connect your BENJI PAYS account to your Xero Accounting company in order for us to process payments for your Xero Accounting invoices.
To connect to Xero Accounting, follow the steps below.
Warning, once you've connected to your selected Xero Accounting company, this setting cannot be changed. BENJI PAYS can only be connected to one Xero company per BENJI PAYS account. To process payments for multiple Xero Accounting companies you will need a BENJI PAYS account setup for each Xero Accounting Company.
Our Manual processing features allows you to process a payment and still take advantage of our integration with your accounting system, without having to wait for BENJI PAYS nightly payment processing to run.
The Manual Processing page will show you a live list of current outstanding invoices in your accounting system. From here you can view a PDF of the invoice, send the invoice to your customer, and process a payment.
Card Requests offer a secure alternative to the traditional ways we have all been collecting our customer's credit card details in the past - PDF forms, email, text and phone calls. Using our Card Request feature means you never receive your customer's credit card details directly, this increases the security of your customer's payment information and reduces you risk and liability of having credit card numbers in emails, paper files and sticky notes around your office.
Unfortunately the answer to this is that it depends on your accounting system and payment gateway.
QuickBooks only allows a customer to be invoiced in a single currency, which is set when you create the customer. If you need to invoice this customer in more than one currency, you need to setup multiple customer accounts in QuickBooks, one for each currency required.
Because BENJI PAYS payment profiles are tied to a customer in your accounting system, in order for their card to be processed in multiple currencies, you will need to create a BENJI PAYS customer profile for each of the QuickBooks customer accoutns you have setup for that customer.
Xero accounting allows a customer to be invoiced in as many currencies as you wish, and so now it depends on your Payment Gateways
Because cards are saved to the vault associated with your Payment Gateway, if you use Moneris or Helcim, you will need to create a Benji Pays profile for each Moneris Gateway you have setup, typically one for Canadian Dollar transactions and one for US Dollar transactions.
If you use Xero Accounting and your Payment Gateway is Stripe.com, you will only need to enter one BENJI PAYS profile for that Xero customer and invoices will be processed through Stripe in the currency of the invoice
Before you can use your Moneris account with Benji Pays, you will need to ensure you have the Vault feature enabled on your Moneris account. If you are unsure, log into your Moneris Gateway account and look for a menu with the word "Vault" in it. If you do not see any Vault menus, contact Moneris to have them enable the vault on your account.
We require that you setup Hosted Tokenization and provide your Profile ID, Moneris Gateway Store ID and API token in order for us to be able to process your customers' payments.
We required your Bambora Merchant ID, Bambora Payments API passcode and, Bambora Profiles API passcode in order for us to be able to process your customers' payments.
We required your Global Payments Client Id, account name, client secret and rebate password in order for us to be able to process your customers' payments
We require yoru Stripe Account ID, and that you setup a secret or restricted key, and a publishable key in your Stripe account.
We require that you setup Helcim.js access and provide your Account ID, and an API token in order for us to be able to process your customers' payments.
Once you have completed the accounting software authorization and finished completing your settings, you will need to map each of your accounting system customers that you want to have our system process to their card profile in your payment gateway.
For new customers, to add a new Card Payment Profile, you will simply click on the profiles menu and click Add New, then:
For any customers that you already have a profile setup for in your payment gateway, you will need to link their gateway profile to their accounting customer record in BENJI PAYS
You can add and manage your cusotmers' emails under the Profiles >> Customers menu. Here you can also configure their processing settings, disable them in Benji Pays and manage their Card Payment Profiles.