This topic covers how to set up QuoteValet payment processing to work with BenjiPays. To set up BenjiPays as a Payment Processor in QuoteWerks you will need your payment portal link.
Important: The process to set up BenjiPays differs from other payment gateways. See below. |
To setup BenjiPays as a payment option, follow the steps below:
1. Create a Custom Payment Option in QuoteWerks
1.Go to Tools → Options → Payment.
2.Click Add to create a new payment option.
3.From Payment Type, choose Custom Payment Type 1.
4.Enter a name under Payment Display Text (e.g., “Pay Now”).
5.(Optional) Set any charges, discounts, tax codes, or disable conditions.
6.Click Set Selections as Default, then OK to save.
2. Configure a Payment Gateway
1.Go to Tools → Options → QuoteValet → Payment Processing.
2.Click the orange (N) icon to add a new payment gateway.
3.Select any gateway and click OK.
3. Add Payment Type Instructions
1. On the Payment Processing tab, select Custom 1 from the Payment Type dropdown.
2. Copy the sample HTML code from below
<br><br> <a href="https://yourportal.benjiapys.com/portal/pay/CAD/?transactionAmount=[QV_DepositAmount:F=1]&invoiceNumber=[DH_DocNo]&customerName=[DH_SoldToCompany]" target="_blank" class="button" style=" padding: 10px; font-size: 16px; width: 400px; margin-top: 20px; color: white; cursor: pointer;"> <center>Make Payment </center> </a> <br><br> <br><br>
Ensure your portal name is included in the link. (Settings > Custom Payment Links > and pick the "Use the link(s) below to request a payment not tied to an invoice.")
3. Paste the HTML into the Payment Type Instructions box.
If you are an American merchant, instead of CAD, it should be USD.
4. Click OK to save.
Test a Payment
1.Create a quote with products and a customer.
2.Click the Deliver icon and select a layout.
3.Upload to QuoteValet and preview.
4.From the customer's view, choose the payment option, agree to the terms, and sign.
5.On the acceptance page, click Pay Now, which takes you to the Benji Pays page to complete payment.
6.Now the payment has taken place, but the final step is to link the payment to an invoice in Benji Pays. (Transactions > Apply Payment > Find the Payment > Click Apply)
