Benji Pays is accounts receivable automation, linking your PSA, your accounting system and your merchant account to streamline invoicing and accounts receivable collection. Get paid faster, save time on manual reconciliation, and save money on processing fees and percentage-based pricing.
Quoter integrates with Benji Pays.
Once integrated with Quoter, Benji Pays gives your clients the ability to pay for quotes when, how, and where it’s convenient for them. You can connect Benji Pays and Quoter directly for getting started with a new managed services client and paying up-front fees.
Accept payment via ACH/EFT, e-Check, or credit card
Clients can electronically accept, sign, and pay for quotes, either as a deposit amount or full payment.
Securely tokenized payment information saved to BenjiPays
Clients can select an existing payment method using a tokenized “Payment Profile” that lives in your connected gateway’s vault. Card data never sits on Benji Pays itself.
Faster payment and optional credit card surcharges
When your client hits Accept on their quote, the payment workflow is passed to Benji Pays. You can optionally add a surcharge for credit card payment to account for merchant fees, and clients can select credit card or ACH/EFT payment.
In your Quoter Account, go to Settings > Payment Gateways and select Benji Pays from the Type dropdown.
Follow the step-by-step guide below: