The Quoter to Benji Pays integration enables a seamless, embedded payment experience for your clients. When a quote includes one-time or recurring services, clients can pay all up-front fees directly via credit card or bank debit/ACH, immediately and securely.
Professional-grade quotes from Quoter, your preferred payment gateway via Benji Pays (already integrated directly into your bookkeeping system, right?) – your clients get a top-tier service experience, and you get a slick, error-free replicable process to go from quote to cash.
If you’re more of a reader, then read the details below with answers to your potential quote-to-cash questions.
Hard no.
To be clear, we are only redirecting and receiving callbacks from Benji Pays, not processing transactions ourselves. We are NOT handling payments directly within Quoter, nor are we becoming a payment provider or processor. We’re just going to keep doing more of what we do best with Quoter, and working with accounts receivable automation folks like Benji Pays who do what they do best.
The biggest use-case we see, and the biggest win for partners like you, is when you’re getting started with a new managed services client that is paying an initial one-time fee, or project cost, or for hardware that’s arriving soon.
Your MSP is not a bank or finance company, and this will make it easy to not only quote but now collect on those up-front quotes and turn them into payments. Let new clients accept and pay a quote in one motion, without redirects or confusion on payment.
Every dollar counts, and credit card merchant fees can eat into your margins on every transaction. Clients may love the convenience of credit card payments, and it’s great to get paid quickly, but you’re running a business at the end of the day and protecting your profitability is important.
If you have it set up in Benji Pays, you can add a credit card surcharge to reimburse the transaction fee costs. Your client then has the option to pay by credit card with the fee, or by ACH/EFT without the fee, providing them with choices and you with the margin protection regardless of how they elect to pay.
Like you, Quoter is security-focused and this is an important question to ask. All data transfers use HTTPS, and the callback between Quoter and Benji Pays includes a secure hashed token for authentication.
Validation checks prevent obvious set-up errors, but we can provide detailed logging to help partners debug issues if there’s a misconfiguration. Please follow the steps in our detailed Help Center article here to avoid any set-up errors: https://help.quoter.com/hc/en-us/articles/38393968544795-Adding-Benji-Pays-as-a-payment-gateway-to-your-Quoter-account
Follow the setup steps in the Help Center article linked above.
There is setup needed in Benji Pays under Settings > Integrations:
And in Quoter, to add Benji Pays as a Payment Gateway:
Again, just follow the steps here and you won’t go wrong: https://help.quoter.com/hc/en-us/articles/38393968544795-Adding-Benji-Pays-as-a-payment-gateway-to-your-Quoter-account
We’re going to continue to work with Benji Pays to make your workflow faster and easier. Our next step is to enable seamless reconciliation of your customer’s payment with your invoice in Xero or QuickBooks Online, all facilitated by Quoter.
If you’re already a Quoter partner, please leave us specific, constructive feedback on the ScalePad Community site linked here.
Not using Quoter yet? You’re seriously missing out. See what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. Could be the best business decision you make today!
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