By integrating Benji Pays on your Quoter account, you give customers the ability to pay for their Quotes through the Benji Pays payment gateway.
Once set up, customers will receive upfront totals from Quotes through your Benji Pays account.
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Note: Benji Pays now supports a setting to control whether customers are required to save their card on file. This is managed entirely within Benji Pays via the Customer Portal Settings in the merchant’s account.
Quoter defers to the default behaviour defined in Benji Pays for this setting. |
Step 1. Copy your API Access ID and API Access Key from your Benji Pays account
- Log in to your Benji Pays account.
- Navigate to Settings > Integrations.
- Click ScalePad Quoter Configure.
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Copy your API Access ID and API Access Key for later use.
Step 2. Add Benji Pays as a payment gateway in Quoter
- In your Quoter account, navigate to Settings > Payment Gateways > + New Payment Gateway.
- Select Benji Pays > Fill in the Description field.
- Under Benji Configuration, paste in the API Access ID and API Access Key from your Benji Pays account.
- Check the box for Currencies you’d like to use.
Note: Select only currencies that are available on your Benji Pays account. Adding unavailable currencies may cause errors in the system. - Check Resellers if applicable.
- Click Save Payment Gateway.
Once your Benji Pays gateway is set up in Quoter, new quotes will pass upfront totals to Benji Pays.
Modify a Quoter template to enable upfront payments
By enabling this setting in your Quoter templates, you can include a set number of payments into the upfront fees total.
For example, a recurring line item of $50 per month can be added to an invoice with a one time line item that costs $100 - a one time cycle will have an invoice total of $150 dollars. Adding more upfront payments would add this $50 dollar fee to future invoices with other one time line items.
Configure this by doing the following:
- Navigate to Templates. Select the template you'd like to modify and click the
edit button.
- In the Default Line Items tab, scroll to Recurring Fees section of the page.
- Add a number to the payment(s) upfront field to trigger your upfront payment request on invoice.
- Click Save Template.
| Note: Recurring payments are unavailable for this integration at this time. |
Other Notes
- Benji Pays also accepts payments using ACH (Automated Clearing House).
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